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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-14 |
| MT | RA | APPROVED | 2019-08-16 |
| WA | RA | APPROVED | 2011-02-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-14 |
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