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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-02 |
Branch Locations
148 N. 48Th Street Floor 5, Phoenix, AZ 85034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Phoenix | AZ | 01/2024 | Present |
| Unemployed | Chandler | AZ | 09/2021 | 02/2023 |
| Nicolet National Bank | Green Ba | WI | 02/2020 | 09/2021 |
| Ark Financial | Mesa | WI | 02/2023 | 01/2024 |
| Fox Communities Credit Union | Appleton | WI | 08/2014 | 02/2020 |
| Desert Financial Credit Union | Phoenix | AZ | 01/2024 | Present |
| Desert Financial Wealth Management | Phoenix | AZ | 01/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Phoenix | AZ | 10/2025 | Present |
1) Desert Financial Credit Union Investment-related Phoenix, AZ Financial Institution Bank Associate 01/2024 160 hours per month 130 hours during trading 2) Desert Financial Wealth Management Not investment-related Phoenix, AZ DBA/Support Company Advisor 01/2024 0 hours per month 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-24 |
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