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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-26 |
Branch Locations
Auberndale, FL • United States
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osaic Wealth Inc | Scottsdale | AZ | 05/2026 | Present |
| Fidelity Brokerage Services Llc | Westlake | TX | 08/2017 | 03/2018 |
| Liberty Mutual Insurance | Tampa | FL | 01/2017 | 08/2017 |
| Progressive Casualty Insurance Company | Riverview | FL | 02/2015 | 01/2017 |
| Charles Schwab & Co., Inc. | Atlanta | GA | 04/2018 | 09/2020 |
| Charles Schwab Bank | Atlanta | GA | 04/2018 | 09/2020 |
| E*Trade Securities Llc | Alpharetta | GA | 09/2020 | 09/2021 |
| E*Trade Capital Management Llc | Alpharetta | GA | 09/2020 | 09/2021 |
| Jpmorgan Chase Bank, N.A. | Atlanta | GA | 09/2021 | 11/2025 |
| J.P. Morgan Securities Llc | Atlanta | GA | 09/2021 | 11/2025 |
| Morgan Stanley | Alpharetta | GA | 09/2020 | 04/2021 |
| State Farm | Dallas | TX | 07/2017 | 08/2017 |
| New York Life Insurance | Tampa | FL | 04/2016 | 09/2016 |
| The James Room | Atlanta | GA | 02/2023 | 03/2023 |
| Raymond James & Associates | Saint Petersburg | FL | 12/2025 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-04 |
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