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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-02-17 |
| TX | RA | APPROVED | 2022-02-14 |
Branch Locations
4451 Brownridge Terrace Suite 101, Medford, OR 97504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2014 | 03/2020 |
| Classical Conversations | Ashland | OR | 08/2013 | 04/2018 |
| Living Waters Four Square | Medford | OR | 03/2017 | 04/2018 |
| Edward Jones | St Louis | MO | 03/2020 | 02/2022 |
| Raymond James Financial Services, Inc | Medford | OR | 02/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Medford | OR | 02/2022 | Present |
(1)Name of Business: Living Advisor Group PLLC Address: 4764 Cloudcrest Drive, Medford, OR, 97504, 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: 2-10 Description of duties: Partnership agreement with the advisors in our office. The LLC is the entity that we pay bills and payroll through. (2)Name of Business: Living Wealth Partners, PLLC Address: 4451 Brown Ridge Ter Ste 101, Medford, OR, 97504-9528, 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 expenses (3)Name of Business: Silver Tree Collective Address: 4451 Brown Ridge Ter Ste 101, Medford, OR, 97504-9528, 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: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: DBA name only. SilverTree Collective will be an umbrella name for all companies to fall under. We have various groups with different names. (4)Name of Business: Tennelle D Nickel, LLC Address: 4451 Brown Ridge Ter Ste 101, Medford, OR, 97504-9528, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/08/2025 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 the 1099 funds that come in for Raymond James
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-29 |
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