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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-11-04 |
| IL | RA | APPROVED | 2025-11-03 |
| OK | RA | APPROVED | 2025-10-29 |
| CO | RA | APPROVED | 2025-10-28 |
| NM | RA | APPROVED | 2025-10-28 |
| NC | RA | APPROVED | 2025-10-28 |
| RI | RA | APPROVED | 2025-10-28 |
| MD | RA | APPROVED | 2025-10-27 |
| WA | RA | APPROVED | 2025-10-27 |
| CA | RA | APPROVED | 2025-10-24 |
| TX | RA | APPROVED_RES | 2025-10-24 |
| ID | RA | APPROVED | 2025-10-23 |
| IN | RA | APPROVED | 2025-10-23 |
| MI | RA | APPROVED | 2025-10-23 |
| MT | RA | APPROVED | 2025-10-23 |
| NV | RA | APPROVED | 2025-10-23 |
| NJ | RA | APPROVED | 2025-10-23 |
| OR | RA | APPROVED | 2025-10-23 |
| UT | RA | APPROVED | 2025-10-23 |
Branch Locations
1050 Ne Hostmark St Ste 200, Poulsbo, WA 98370 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lifepro Asset Management | Seattle | WA | 08/2017 | 02/2018 |
| Change Path Llc | Leawood | KS | 03/2018 | 03/2020 |
| Usa Financial Securities | Ada | MN | 03/2020 | 10/2025 |
| Raymond James Financial Services Advisors Inc. | Poulsbo | WA | 10/2025 | Present |
| Peaks Financial | Poulsbo | WA | 01/2009 | Present |
(1)Name of Business: CP Authority, LLC DBA Fearless Vision Publishing Address: 1050 NE Hostmark St Ste 200, Poulsbo, WA, 98370-7538, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 05/15/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Author (2)Name of Business: CP Autority, LLC DBA Peaks Financial Address: 1050 NE Hostmark St Ste 200, Poulsbo, WA, 98370-7538, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/16/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Fixed Insurance and Annuity solutions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-18 |
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