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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-02-22 |
| TX | RA | APPROVED | 2023-02-22 |
Branch Locations
3561 E. Sunrise Drive Suite 105, Tucson, AZ 85718 • 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 | St. Louis | MO | 11/2010 | 01/2023 |
| Raymond James Financial Services, Inc. | Tuscon | AZ | 01/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Tucson | AZ | 01/2023 | Present |
| Silvertree Wealth Partners | Tucson | AZ | 01/2023 | Present |
(1)Name of Business: 3324 Tularosa LLC Address: 3561 E Sunrise Dr Ste 105, Tucson, AZ, 85718-3227, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/31/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: (2)Name of Business: Happy Valley Saddle LLC Address: 13503 N Trailing Indigo Ct, Tucson, AZ, 85755, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental property. (3)Name of Business: SilverTree Wealth Partners Address: 3561 E Sunrise Dr Ste 105, Tucson, AZ, 85718-3227, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/22/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (4)Name of Business: Way Holding Company LLC Address: 3561 E Sunrise Dr Ste 105, Tucson, AZ, 85718-3227, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 02/22/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage LLC to pay our joint bills and lease at the branch location. (5)Name of Business: Zaria Holdings Address: 3561 E Sunrise Dr Ste 105, Tucson, AZ, 85718-3227, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/31/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Paying bills, managing financials for our various rentals. (6) AYR Wealth Management Address: 3561 E Sunrise Dr Ste 105, Tucson, AZ, 85718-3227, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: Yes Start Date: 02/27/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Manage LLC for tax purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-30 |
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