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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-30 |
| AZ | RA | APPROVED | 2021-12-06 |
Branch Locations
2222 W Pinnacle Peak Road, #160, Phoenix, AZ 85027 • 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 |
|---|---|---|---|---|
| Transamerica Capital, Inc | Denver | CO | 05/2017 | 08/2021 |
| Edward Jones | Cave Creek | AZ | 03/2017 | 06/2017 |
| Unemployed | Scottsdale | AZ | 01/2017 | 03/2017 |
| Balboa Capital | Scottsdale | AZ | 06/2016 | 12/2016 |
| Raymond James Financial Services | Scottsdale | AZ | 08/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Scottsdale | AZ | 11/2021 | Present |
(1)Name of Business: SilverTree Collective Address: 8360 E. Raintree Drive, Scottsdale, AZ, 85260, 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: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: 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) (2)Name of Business: SilverTree Wealth Partners Address: 2222 W Pinnacle Peak Rd, Ste 160, Phoenix, AZ, 85027, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Wealth Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-25 |
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