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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-03-24 |
| TX | RA | APPROVED | 2022-03-24 |
Branch Locations
14350 N. 87Th Street Suite 300, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2013 | 03/2022 |
| Raymond James Financial Services Inc | Scottsdale | AZ | 03/2022 | Present |
| Raymond James Financial Services Advisors | Scottsdale | AZ | 03/2022 | Present |
| Slvertree Wealth Partners | Scottsdale | AZ | 04/2022 | Present |
| Silvertree Collective | Scottsdale | AZ | 10/2022 | Present |
(1)Name of Business: SilverTree Collective Address: 14350 N 87th St Suite #300, Scottsdale, AZ, 85260-2689, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/15/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41-80 Description of duties: DBA Name only - SilverTree Collective will be an umbrellafor all companies to fall under (we have various groupswith different DBA names in our population) (2)Name of Business: Silvertree Wealth Partners Address: 14350 N 87th St. Suite #300, Scottsdale, AZ, 85260-2689, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial advisor RJFS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-12 |
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