Todd Matthew Luce Montgomery

Current Employers

Employment History

• 07/2011 → 02/2022
  Edward Jones
  Saint Louis, MO
• 02/2022 → Present
  Raymond James Financial Services, Inc
  Ashland, OR
• 02/2022 → Present
  Raymond James Financial Services Advisors, Inc
  Ashland, OR
• 05/2018 → Present
  Tmg Home Solutions, Llc
  Ashland, OR
• 10/2022 → Present
  Silvertree Collective
  Ashland, OR

Previous Registrations

• 2011-08-18 → 2022-02-17
  Edward Jones
  Ashland, OR
  Ashland, OR
  Maryland Heights, MO
• 2010-12-07 → 2011-06-09
  Edward Jones
  Tualatin, OR
  St Louis, MO
  Lake Oswego, OR

Other Businesses

(1)Name of Business: SilverTree Collective Address: 542 Washington St Ste 104, Ashland, OR, 97520-1796, 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: 0-1 Description of duties: DBA Name only - SilverTree Collective will be an umbrella\nfor all companies to fall under (SilverTree Collective has various businesses with different DBA names in our population). (2)Name of Business: SilverTree Wealth Partners Address: 542 Washington St Ste 104, Ashland, OR, 97520, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/14/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Marketing in name only. (3)Name of Business: TMG Home Solutions LLC Address: 840 Cypress Point Loop, Ashland, OR, 97520, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Other Investment Related: Yes Start Date: 05/07/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Operations Manager (4)Name of Business: TMGK Wealth Strategies, LLC Address: 542 Washington St Ste 104, Ashland, OR, 97520-1796, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 02/04/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Partner\n\nLLC was created to process cash-flows associated with DBA SilverTree Wealth Partners.

Exams

• S66 Uniform Combined State Law Examination
  2010-12-04

Other Names

• Todd Montgomery
• Todd Matthew Montgomery