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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-10 |
| AZ | RA | APPROVED | 2023-06-22 |
Branch Locations
2222 W Pinnacle Peak Rd Ste 160, Phoenix, AZ 85027 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Silver Tree Wealth Partners | Phoenix | AZ | 05/2021 | 06/2023 |
| Edward Jones Investments | Phoenix | AZ | 04/2018 | 05/2021 |
| Barros Pizza | Anthem | AZ | 05/2014 | 07/2018 |
| Silvertree Collective | Scottsdale | AZ | 10/2022 | 06/2023 |
| Raymond James Financial Services Advisors, Inc | Phoenix | AZ | 06/2023 | Present |
(1) Name of Business: SilverTree Collective Address: 8360 E. Raintree Drive, Scottsdale, AZ, 85260, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 10/15/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 81+ 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) (2) Name of Business: SilverTree Wealth Partners Address: 2222 W Pinnacle Peak Rd Ste 160 Phoenix, AZ, 85027- United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/19/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: DBA Name only -Wealth Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-02 |
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