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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-11-14
MT RA APPROVED 2019-08-16
WA RA APPROVED 2011-02-28
  • TX RA
    APPROVED_RES
    Since 2022-11-14
  • MT RA
    APPROVED
    Since 2019-08-16
  • WA RA
    APPROVED
    Since 2011-02-28

Branch Locations

25 2Nd Avenue West, Kalispell, MT 59901 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Silverdale WA 02/2011 Present
Raymond James Financial Services Advisors, Inc Silverdale WA 02/2011 Present
Glacier Surf Soccer Club Whitefish ME 01/2026 Present
Previous Registrations
  • 2010-04-20 → 2011-02-25
    Chase Investment Services Corp.
    Port Orchard, WA
  • 2007-01-05 → 2008-05-01
    Raymond James Financial Services, Inc.
    Silverdale, WA
Other Businesses

(1) Name of Business: Freedom Tax Address: 25 2nd Ave West, Kalispell, MT, 59901, United States Activity Type: Tax Preparation Position/Title: Independent Contractor Investment Related: No Start Date: 02/14/2011 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Prepare taxes for select referrals during the evening. E-filing is sent through Freedom Tax and compensation is directly paid (check). (2) Name of Business: Randy Flicker & Associates Address: 25 2nd Ave W, Kalispell, MT, 59901, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/21/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner of DBA (Flicker Wealth Partners) for daily activities of my financial advisory business. My support company is Randy Flicker & Associates from which I pay business (office rent, meals, subscriptions, etc.) expenses. (3) Name of Business: Snow Peak Wealth Advisors Address: 25 2nd Ave W, Kalispell, MT, 59901, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/08/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Member of group DBA.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-14
  • S66 Uniform Combined State Law Examination
    2006-08-14

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