Randall Leslie Simkins

Current Employers

Employment History

• 08/1999 → 08/2023
  Royal Alliance Associates, Inc.
  Helena, MT
• 08/2023 → Present
  Osaic Wealth, Inc
  Helena, MT

Previous Registrations

• 2003-09-29 → 2009-12-07
  Apex Advisory Services, Inc.
  Billings, MT

Other Businesses

1. RANDY SIMKINS, INVESTMENT RELATED, 29 DISCOVERY DRIVE, BUTTE, MT 59701. OWNER, SINCE 1/12/2000, 10 HRS/MTH, 5 HRS/DST. INSURANCE - PROVIDE LIFE INSURANCE AND FIXED ANNUITIES TO CLIENTS. 2. OSAIC WEALTH, INC., INVESTMENT RELATED, 29 DISCOVERY DRIVE, BUTTE, MT 59701. OWNER, SINCE 1/1/2003, 20 HRS/MTH, 10 HRS/DST. CORPORATE REGISTERED INVESTMENT ADVISOR - PROVIDE INVESTMENT ADVISORY SERVICES TO CLIENTS USING V2020 ADVISOR. 3. SCRATCH GOLF LLC POSITION: owner NATURE: Scratch Golf LLC was created to purchase a building for business use with Rick Lyons CPA. I am a 50\50 partner in the LLC that owns the building INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2011 ADDRESS: 29 Discovery Drive, Butte MT 59701, United States DESCRIPTION: Review insurance, routine maintenance and pay mortgage 4. LONE PEAK HOLDINGS, INC POSITION: Landlord NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/05/2017 ADDRESS: 1246 W Silver, Butte MT 59701-3124, United States DESCRIPTION: Collect rent and upkeep of property 5. LONE PEAK HOLDINGS, INC POSITION: Landlord NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/18/2017 ADDRESS: 1991 Shoshone Condominum, Big Sky MT 59716, United States DESCRIPTION: Started renting our condo unit in Big Sky Resort.Hired Vacasa Inc as a property managementfirm to book reservations and customary up keep of teh unit.My duties woudl involve talking to Vacasa briefly every month for an update. 6. LONE PEAK HOLDINGS, INC POSITION: President NATURE: S Corporation THis corporation was established to reduce tax liability INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 29 Discovery Drive, Butte MT 59701, United States; DESCRIPTION: Ensure bills are paid 7. SUMMIT FINANCIAL ADVISORS POSITION: owner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 01/12/2000 ADDRESS: 29 Discovery Drive, Butte MT 59701, United States DESCRIPTION: Provide life insurance and fixed annuities to clients 8. ROC PILE LLC POSITION: member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/22/2021 ADDRESS: 29 Discover Drive, Butte MT 59701, United States DESCRIPTION: I will be purchasing vans and leasing to company. I will be a passive investor

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-10-24
• S63 Uniform Securities Agent State Law Examination
  1997-04-21

Other Names

• Randy Leslie Simkins
• Randy Simkins