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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2022-02-17
TX RA APPROVED 2022-02-14
  • OR RA
    APPROVED
    Since 2022-02-17
  • TX RA
    APPROVED
    Since 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

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 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
  • 10/2017 → 02/2022
    St Louis, MO
  • 06/2017 → 09/2017
    Eagle Hills Golf Course
    Eagle, ID
  • 01/2016 → 05/2017
    Northern Arizona Unviersity
    Flagstaff, AZ
  • 09/2013 → 05/2017
    Northern Arizona University
    Flagstaff, AZ
  • 02/2022 → Present
    Raymond James Financial Services, Inc
    Medford, OR
  • 02/2022 → Present
    Medford, OR
Previous Registrations
  • 2017-12-15 → 2022-02-16
    Eagle, ID
    St Louis, MO
    Maryland Heights, MO
    Central Point, OR
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-13
  • S66 Uniform Combined State Law Examination
    2017-12-13

View on SEC IAPD

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