David Garrett Cole

Current Employers

Employment History

• 07/2007 → Present
  Raymond James Financial Services, Inc
  Bozeman, MT
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Bozeman, MT
• 01/2019 → 02/2021
  Bozeman Basketball Leagues
  Bozeman, MT

Other Businesses

(1)Name of Business: Four Seasons Summit LLC Address: 35 Saddle Spur, Bozeman, MT, 59715, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/03/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife, Stephanie, and I own Four Seasons Summit LLC 50/50, and we are purchasing 6 Alpine Basin Trail in Red Lodge, MT. This is a second home, and we will rent it out when we are not there. We are expecting it to generate around $80,000 of gross revenue annually. (2)Name of Business: Palisade Financial PLLC Address: 1610 Ellis St Ste 3A, Bozeman, MT, 59715, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/04/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Managing Member (3)Name of Business: Palisade Properties, LLC Address: 1610 Ellis St Ste 3A, Bozeman, MT, 59715, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/02/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own Palisade Properties which owns and operates 1610 Ellis Street, Suite 3A. Palisade Financial PLLC rents the space from Palisade Properties. I am 100% owner of both entities. (4)Name of Business: Pintler Place LLC Address: 35 Saddle Spur Rd, Bozeman, MT, 59715, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/14/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Pintler Place LLC is a vacation rental property located at 89 Red Bridge Ln, Anaconda, MT 59711. My wife, Stephanie, and I own the property personally, and we will be transferring ownership to the LCC and operating the VRBO/AirBnB venture together. (5)Name of Business: Respire Haiti Address: 35 Saddle Spur Rd, Bozeman, MT, 59715, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 05/30/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: member of the Board of Directors.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-30

Designations