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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-31 |
| AZ | RA | APPROVED | 2019-10-29 |
Branch Locations
500 N Beaver Street, Flagstaff, AZ 86001 • United States
14350 N. 87Th Street Suite 300, Scottsdale, AZ 85260 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Flagstaff | AZ | 02/2008 | 10/2019 |
| Raymond James Financial Services, Inc. | Flagstaff | AZ | 10/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Flagstaff | AZ | 10/2019 | Present |
| Capital Wealth Partners | Flagstaff | AZ | 10/2022 | Present |
(1)Name of Business: Address: Blvd. Dr. Ernesto Guevara del Campo 600 Unit 110, Puerto Penasco, Sonora, 83550, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 03/30/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Silver Tree Foundation Address: 500 N Beaver St, Flagstaff, AZ, 86001-3043, United States Activity Type: Non profit Position/Title: Other 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: 0-1 Description of duties: Secretary (3)Name of Business: SilverTree Wealth Partners Address: 500 N Beaver St, Flagstaff, AZ, 86001-3043, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 04/01/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: SilverTree Wealth Partners is an OSJ within Raymond James. I was asked to be a partner and bought into the partnership this year, but we have not yet updated the operating agreement. (4)Name of Business: Stackhouse Wealth Strategies LLC Address: 2230 E Cedar Ave Ste A, Flagstaff, AZ, 86004, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/25/2019 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is our securities business affiliated with Raymond James and is the only role of this LLC (5)Name of Business: Sugar Sugar Address: 500 N Beaver St Ste 2, Flagstaff , AZ, 86001, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/06/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We bought a franchise for my mom.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-05-15 |
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