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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2023-03-08
  • AZ RA
    APPROVED
    Since 2023-03-08

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
Edward Jones St Louis MO 09/2016 03/2023
Athletic Vantage Chandler AZ 01/2006 Present
Kurt Watkins Chandler AZ 01/2006 Present
Superstition Mountain Golf And Country Club Gold Canyon AZ 11/2015 09/2016
Raymond James Financial Services, Inc. Scottsdale AZ 03/2023 Present
Raymond James Financial Services Advisors, Inc. Scottsdale AZ 03/2023 Present
Clearpath Innovation Partners Phoenix AZ 08/2026 Present
  • 09/2016 → 03/2023
    St Louis, MO
  • 01/2006 → Present
    Athletic Vantage
    Chandler, AZ
  • 01/2006 → Present
    Kurt Watkins
    Chandler, AZ
  • 11/2015 → 09/2016
    Superstition Mountain Golf And Country Club
    Gold Canyon, AZ
  • 03/2023 → Present
    Raymond James Financial Services, Inc.
    Scottsdale, AZ
  • 03/2023 → Present
    Scottsdale, AZ
  • 08/2026 → Present
    Clearpath Innovation Partners
    Phoenix, AZ
Previous Registrations
  • 2017-01-20 → 2023-03-08
    Tempe, AZ
    Chandler, AZ
    Tempe, AZ
    Chandler, AZ
    St Louis, MO
Other Businesses

(1) Name of Business: Address: 8706 South 24th Way, Phoenix, AZ, 85042, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/04/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Competing in golf tournaments. Participating in social events related to golf. (2) Name of Business: KAWatkinsLLC Address: 4500 S Lakeshore Dr Ste 280, Tempe, AZ, 85282-7055, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/07/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Owner of KAWatkins LLC. Financial services. (3) Name of Business: SilverTree Wealth Partners Address: 14350 N 87th St Ste 300, Scottsdale, AZ, 85260-2663, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/04/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is a DBA for my current business. Financial Advisory

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-18
  • S66 Uniform Combined State Law Examination
    2016-11-18

View on SEC IAPD

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