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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-23 |
| AZ | RA | APPROVED | 2023-02-22 |
Branch Locations
3561 E Sunrise Dr Ste 105, Tucson, AZ 85718-3227 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 06/2009 | 02/2023 |
| Raymond James Financial Services, Inc. | Tucson | AZ | 02/2023 | Present |
(1)Name of Business: SilverTree Wealth Partners Address: 7465 E Tanque Verde Rd, Tucson, AZ, 85715, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/22/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Advisor (2)Name of Business: Way Holdings LLC Address: 3561 E Sunrise Dr Ste 105, Tucson, AZ, 85718-3227, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 02/22/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Partner (3)Name of Business: WJM Managment LLC Address: 7465 E Tanque Verde Rd, Tucson, AZ, 85715, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/06/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I set up my LLC to purchase The current building I am working. I was told to open this LLC to pay rent. (4)Name of Business: Wyatt McRae Wealth Advisor PLLC Address: 3561 E Sunrise Dr Ste 105, Tucson, AZ, 85718-3227, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/11/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-06-09 |
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