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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-02 |
| AZ | RA | APPROVED | 2025-05-01 |
Branch Locations
16000 W University Ave Suite 210, Flagstaff, AZ 86001 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Flagstaff | AZ | 08/2014 | 04/2020 |
| Raymond James Financial Services Advisors, Inc. | Flagstaff | AZ | 09/2015 | 04/2020 |
| Lpl Financial, Llc | Flagstaff | AZ | 04/2020 | 05/2025 |
| Raymond James Financial Services Advisors, Inc. | Flagstaff | AZ | 05/2025 | Present |
| Raymond James Financial Services, Inc. | Flagstaff | AZ | 05/2025 | Present |
(1)Name of Business: Flagstaff Industrial Development Authority Address: City of Flagstaff Municipal Building, Flagstaff, AZ, 86001, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: No Start Date: 08/01/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Participate in meetings whenever they occur, which has been almost never. I am a volunteer citizen member. (2)Name of Business: Merlin Planning & Investment Services Address: 1600 W University Ave Ste 210, Flagstaff, AZ, 86001-3154, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 04/05/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is my DBA for my practice with Raymond James Financial Advisors (3)Name of Business: San Francisco de Asis Parish Address: 1600 E Route 66, Flagstaff, AZ, 86001, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 06/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am on the Finance Council for the church, which reviews the financial position of the parish each month and makes appropriate recommendations as needed. (4)Name of Business: Silvertree Wealth Partners Address: 1600 W University Ave Ste 210, Flagstaff, AZ, 86001-3154, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor under EPS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-10 |
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