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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-05-24 |
| TX | RA | APPROVED | 2021-05-19 |
Branch Locations
17100 E Shea Blvd Suite 100, Fountain Hills, AZ 85268 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 03/2011 | 05/2021 |
| Raymond James Financial Services Advisors, Inc. | Scottsdale | AZ | 05/2021 | Present |
| Raymond James Financial Services, Inc. | Scottsdale | AZ | 05/2021 | Present |
| Fountain Hills Sanitary District | Fountain Hills | AZ | 08/2017 | 04/2026 |
(1)Name of Business: Birch & Sterling, LLC Address: 14350 N 87th St Ste 300, Scottsdale, AZ, 85260-2663, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/08/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: General oversight of business activities (2)Name of Business: SilverTree Collective Address: 14350 N 87th St Suite 300, Scottsdale, AZ, 85260, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/15/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 11-20 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) (3)Name of Business: SilverTree Companies, LLC Address: 14350 N 87th St Ste 300, Scottsdale, AZ, 85260-2663, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/08/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner and manager (4)Name of Business: SilverTree Signature Address: 17100 E Shea Blvd Ste 100, Fountain Hills, AZ, 85268-6624, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: DBA for Raymond James business. This will be a "concierge" level service brand for our Ultra High Net Worth Clients. (5)Name of Business: SilverTree Wealth Partners Address: 14350 N 87th St , Scottsdale, AZ, 85260, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/01/2021 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 for Raymond James business. Payroll, etc is run through STWP. (6)Name of Business: The SilverTree Foundation Address: 14350 N 87th St Ste 300, Scottsdale, AZ, 85260-2663, United States Activity Type: Non profit Position/Title: Officer - Vice President, Board Member Investment Related: Yes Start Date: 11/11/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: In case of the absence of the President, or of her/his inability from any cause to act, the Vice President shall perform the duties of that office. Like the President, the Vice President shall play a major role in resource development and in representing the organization within and outside the community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-29 |
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