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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
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 | Scottsdale | AZ | 07/2012 | 05/2021 |
| Raymond James Financial Services, Inc. | Scottsdale | AZ | 05/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Scottsdale | AZ | 05/2021 | Present |
(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: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Treasurer (2)Name of Business: SilverTree Collective Address: 8360 E. Raintree Drive, 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: This is a DBA Name Only - SilverTree Collective will be an umbrella for all companies to fall under (we have various groups with 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: Treasurer (4)Name of Business: SilverTree Wealth Partners Address: 8360 E. Raintree Drive, Scottsdale, AZ, 85260, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer Investment Related: No Start Date: 05/01/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: SilverTree Wealth Partners is the DBA for my branch.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-14 |
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