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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-03-08 |
Branch Locations
14350 N. 87Th Street Suite 300, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-18 |
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