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TH

Tiffany T. House

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CRD#: 4793080
TH

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Tiffany Teel House, who also goes by Tiffany Teel Coggeshall, Tiffany House, was a registered financial professional .

Tiffany is a previously registered financial professional and started their career in finance in 2014. Tiffany had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tiffany Teel Coggeshall | Tiffany House

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 5, 2019 - March 4, 2020

JACKSON ROSKELLEY WEALTH ADVISORS, INC.

RIA
CRD#: 116530
SCOTTSDALE, AZ
Past

January 11, 2019 - February 20, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
SCOTTSDALE, AZ
Past

January 7, 2019 - February 20, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
SCOTTSDALE, AZ
Past

December 15, 2017 - December 18, 2018

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
Scottsdale, AZ
Past

December 14, 2017 - December 18, 2018

BBVA SECURITIES INC.

BD
CRD#: 27060
Scottsdale, AZ
Past

April 27, 2015 - November 8, 2017

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
SCOTTSDALE, AZ
Past

December 16, 2014 - November 8, 2017

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
SCOTTSDALE, AZ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/15/2015
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


JR
JACKSON ROSKELLEY WEALTH ADVISORS, INC.
BANKERS FINANCIAL SERVICES, INC | ROBERT L. JACKSON | ROBERT JACKSON | JACKSON ROSKELLEY WEALTH ADVISORS, INC. | JACKSON FINANCIAL ADVISORS, INC | JACKSON FINANCIAL ADVISORS | JACKSON FIANCIAL ADVISORS

CRD#: 116530 / SEC#:

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Contact information


Main Address
9590 E. Ironwood Square Drive Suite 110, Scottsdale, AZ 85258
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


JACKSON ROSKELLEY WEALTH ADVISORS, INC.

CRD#: 116530

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