Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-02-18 |
| OR | RA | APPROVED | 2022-02-15 |
| TX | RA | APPROVED_RES | 2022-02-14 |
Branch Locations
4451 Brown Ridge Terrace Suite 101, Medford, OR 97504 • United States
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 | 11/2002 | 02/2022 |
| Raymond James Financial Services, Inc. | Fountain Hills | AZ | 02/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Fountain Hills | AZ | 02/2022 | Present |
| Silver Tree Wealth Partners | Scottsdale | AZ | 02/2022 | Present |
| Living Advisor Group | Medford | OR | 02/2022 | Present |
| Silvertree Collective | Medford | OR | 10/2022 | Present |
(1)Name of Business: Donny Brook LLC Address: 13223 N El Pueblo Blvd, Fountain Hills, AZ, 85268, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/18/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC used to receive Raymond James 1099 income (2)Name of Business: Living Advisor Group Address: 4451 Brownridge Terrace, Medford, OR, 97504-9166, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/18/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Holding LLC for Raymond James 1099 income (3)Name of Business: Living Tax Strategies LLC Address: 4451 Brownridge Terrace Suite 205, Medford, OR, 97504, United States Activity Type: Accounting/CPA Position/Title: Partner Investment Related: No Start Date: 01/29/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Creation of Tax & Accounting business to complete tax returns for the public. (4)Name of Business: Living Wealth Partners PLLC Address: 13223 N El Pueblo Blvd, Fountain Hills, AZ, 85268, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/02/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Holding company for shared office expenses. (5)Name of Business: Silver Tree Wealth Partners Address: 14350 N 87th St Ste 300, Scottsdale, AZ, 85260-2663, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 02/14/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: affiliate office (6)Name of Business: SilverTree Collective Address: 17100 E Shea Blvd Ste. 100, Fountain Hills, AZ, 85268, 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: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA Name only - SilverTree Collective will be an umbrella\nfor all companies to fall under (we have various groups\nwith different DBA names in our population)
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-01-16 |
Reach out to this advisor