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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-08-20 |
Branch Locations
1400 Prospect Ave, Helena, MT 59601 • United States
501 River Dr S, Great Falls, MT 59405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Billings | MT | 12/2013 | 01/2021 |
| Lpl Financial, Llc | Great Falls | MT | 01/2021 | 08/2026 |
| Raymond James Financial Services Inc. | Great Falls | MT | 08/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Great Falls | MT | 08/2026 | Present |
| Montana Wealth Management | Great Falls | MT | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-12 |
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