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
AZ RA APPROVED 2022-07-25
  • AZ RA
    APPROVED
    Since 2022-07-25

Branch Locations

14350 N. 87Th Street Suite 300, Scottsdale, AZ 85260 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Scottsdale AZ 01/2022 Present
Fountain View Dental, Dana A Weinreich Dds, Pc Fountain Hills AZ 01/1999 Present
Sami Fine Jewelry Fountain Hills AZ 07/2021 12/2021
Raymond James Financial Services Advisors, Inc. Scottsdale AZ 07/2022 Present
Silvertree Collective Scottsdale AZ 10/2022 Present
  • 01/2022 → Present
    Raymond James Financial Services
    Scottsdale, AZ
  • 01/1999 → Present
    Fountain View Dental, Dana A Weinreich Dds, Pc
    Fountain Hills, AZ
  • 07/2021 → 12/2021
    Sami Fine Jewelry
    Fountain Hills, AZ
  • 07/2022 → Present
    Scottsdale, AZ
  • 10/2022 → Present
    Silvertree Collective
    Scottsdale, AZ
Other Businesses

(1)Name of Business: 11050 LLC Address: 15542 E. Robin Dr. , Fountain Hills, AZ, 85268, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/23/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Commercial Rental Estate (2)Name of Business: SilverTree Collective Address: 14350 N. 87th St Suite 300 , 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: 2-10 Hours per month devoted to this business during trading hours: 2-10 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 (3)Name of Business: SilverTree Wealth Partners Address: 14530 N. 87th St Suite 300 , Scottsdale , AZ, 85260, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/04/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA support name , Client Relationship Manager

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-14
  • S66 Uniform Combined State Law Examination
    2022-07-14
Other Names
  • Denise Louise Shenefelt
  • Denise Weinreich

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Scottsdale, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor