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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2022-02-17 |
| TX | RA | APPROVED | 2022-02-14 |
Branch Locations
4451 Brownridge Terrace Suite 101, Medford, OR 97504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dutch Bros. | Central Point | OR | 07/2008 | 07/2018 |
| Lpl Financial | Medford | OR | 02/2014 | 07/2018 |
| Edward Jones | St.LOuis | MO | 07/2018 | 02/2022 |
| Raymond James Financial Services, Inc. | Medford | OR | 02/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Medford | OR | 02/2022 | Present |
(1)Name of Business: Carlina S Johnson LLC Address: 543 Haven St, Medford, OR, 97504, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 12/03/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Personal llc for running business expenses and payroll (2)Name of Business: Living Advisor Group PLLC Address: 543 Haven St, Medford, OR, 97501, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manager and Member (3)Name of Business: SilverTree Collective Address: 4451 Brown Ridge Ter Ste 101, Medford, OR, 97504-9528, 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\nfor all companies to fall under (we have various groups\nwith different DBA names in our population)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-03 |
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