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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-01-24 |
| TX | RA | APPROVED_RES | 2022-01-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Tucson | AZ | 06/2013 | 09/2016 |
| Edward Jones | St Louis | MO | 09/2016 | 01/2022 |
| Raymond James Financial Services Advisors, Inc. | Tucson | AZ | 01/2022 | Present |
| Raymond James Financial Services, Inc. | Tucson | AZ | 01/2022 | Present |
| Crux Wealth Advisors | Tucson | AZ | 01/2022 | Present |
| Not Provided | Tucson | AZ | 10/2023 | 02/2024 |
| Silvertree Wealth Partners | Tucson | AZ | 01/2022 | Present |
| Sjs Wealth Advisors | Tucson | AZ | 01/2022 | Present |
(1)Name of Business: Address: 12471 E Speedway Blvd, Tucson , AZ, 85748, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of property (2)Name of Business: Silvertree Wealth Partners Address: 7465 E Tanque Verde Rd, Tucson, AZ, 85715-3477, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/17/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (3)Name of Business: SJS Wealth Advisors Address: 7465 E Tanque Verde Rd, Tucson, AZ, 85715-3477, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/06/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: LLC for support company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-16 |
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