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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
323 N Leroux St Ste 300, Flagstaff, AZ 86001 • United States
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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2017 | 02/2022 |
| Eagle Hills Golf Course | Eagle | ID | 06/2017 | 09/2017 |
| Northern Arizona Unviersity | Flagstaff | AZ | 01/2016 | 05/2017 |
| Northern Arizona University | Flagstaff | AZ | 09/2013 | 05/2017 |
| 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: Living Advisor Group Address: 4451 Brown Ridge Ter Ste 101, Medford, OR, 97504-9528, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The name of our Partnership is Living Advisor Group. Don, Tennelle, Carly and I are the 4 partners and we are all part of branch EPS06. We haven't signed the partnership agreement yet but we are in the Process of getting that done and think it will be totally ready this fall in October. (2)Name of Business: Living Tax Strategies LLC Address: 4451 Brown Ridge Ter Ste 101, Medford, OR, 97504-9528, United States Activity Type: Accounting/CPA Position/Title: Partner Investment Related: No Start Date: 01/29/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Creatuib of Tax & Accounting business to complete tax returns for the public (3)Name of Business: Living Wealth Partners PLLC Address: 4451 Brown Ridge Ter Ste 101, Medford, OR, 97504-9528, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/02/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: holding company for shared office expenses (4)Name of Business: Marc B Cooper LLC Address: 4451 Brown Ridge Ter Ste 101, Medford, OR, 97504-9528, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/03/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am the member/manager - This is my LLC for my advisory practice through RJFS (5)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) (6)Name of Business: SilverTree Wealth Partners 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: 02/14/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: DBA support name
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-13 |
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