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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2020-03-05 |
Branch Locations
1610 Ellis Street Suite 3A, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amatics Cpa Group | Bozeman | MT | 09/2017 | 05/2018 |
| Buffalo Wild Wings | Bozeman | MT | 05/2016 | 09/2018 |
| Raymond James Financial Services, Inc. | Bozeman | MT | 09/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Bozeman | MT | 03/2020 | Present |
| Palisade Financial | Bozeman | MT | 09/2018 | Present |
(1)Name of Business: Big Sky Advisor Group PLLC Address: 1610 Ellis St Ste 3A, Bozeman, MT, 59715-8855, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 12/19/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an entity that has been formed as part of a Catastrophic/Succession Plan. We are four advisors total, who have partnered to buy out a fifth partner in the event he becomes Totally Disabled or Dies. (2) Palisade Financial Address: 1610 Ellis St Ste 3A, Bozeman, MT, 59715-8855, United States Activity Type: Support Company - Non-Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/18/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I support the other financial advisors in the branch, perform branch administrative functions, and work with clients on their investments and financial planning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-04 |
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