Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-30
AZ RA APPROVED 2021-12-06
  • TX RA
    APPROVED_RES
    Since 2023-01-30
  • AZ RA
    APPROVED
    Since 2021-12-06

Branch Locations

2222 W Pinnacle Peak Road, #160, Phoenix, AZ 85027 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2017 → 08/2021
    Transamerica Capital, Inc
    Denver, CO
  • 03/2017 → 06/2017
    Edward Jones
    Cave Creek, AZ
  • 01/2017 → 03/2017
    Unemployed
    Scottsdale, AZ
  • 06/2016 → 12/2016
    Balboa Capital
    Scottsdale, AZ
  • 08/2021 → Present
    Raymond James Financial Services
    Scottsdale, AZ
  • 11/2021 → Present
    Scottsdale, AZ
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-23
S63 Uniform Securities Agent State Law Examination 2017-08-25
  • S66 Uniform Combined State Law Examination
    2021-11-23
  • S63 Uniform Securities Agent State Law Examination
    2017-08-25
Other Names
  • Dylan J Brinkmann
  • Dylan Brinkmann

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Phoenix, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor