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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2021-05-24 |
| TX | RA | APPROVED_RES | 2021-05-19 |
Branch Locations
14350 N. 87Th Street Suite 300, Scottsdale, AZ 85260 • 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 | Scottsdale | AZ | 08/2006 | 05/2021 |
| Raymond James Financial Services, Inc. | Scottsdale | AZ | 05/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Scottsdale | AZ | 05/2021 | Present |
(1)Name of Business: Birch & Sterling LLC Address: 14350 N 87th St Ste 300, Scottsdale, AZ, 85260-2663, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/08/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: General Oversight (2)Name of Business: SilverTree Collective Address: 9237 E. Via de Ventura, Scottsdale, AZ, 85258, United States Activity Type: Support Company - 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: 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 Companies, LLC Address: 14350 N 87th St Ste 300, Scottsdale, AZ, 85260-2663, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/08/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Oversee Business Activities. (4)Name of Business: SilverTree Signature Address: 9237 E Via de Ventura Ste 130, Scottsdale, AZ, 85258-3565, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: DBA for Raymond James Business. SilverTree Signature is a Ultra High Net worth Division of our Current Firm. Just created different Branding Around this Channel. As one of the primary owners, my role is building out our processes and service model to our ultra high net worth clients. (5)Name of Business: SilverTree Wealth Partners Address: 9237 E Via de Ventura Ste 130, Scottsdale, AZ, 85258, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Founding partner of SilverTree Wealth Partners. It is our DBA for our business with RJFS. I am 1 of 4 partners, and my role is to share jointly in our company responsibilities. IE Marketing, Branding, branch office staff etc. (6)Name of Business: The SilverTree Foundation Address: 14350 N 87th St Ste 300, Scottsdale, AZ, 85260-2663, United States Activity Type: Non profit Position/Title: Officer - President Investment Related: Yes Start Date: 11/11/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Run the Non-Profit division of our firm to facilitate funds to local charities benefiting children along with my other business partners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-04 |
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