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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-12-04 |
| MT | RA | APPROVED | 2017-11-03 |
Branch Locations
3012 4Th Avenue North Suite A, Billings, MT 59101 • United States
3012 4Th Ave N Suite A, Billings, MT 59101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2007-05-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Royal Alliance Associates, Inc. | Billings | MT | 12/2001 | 10/2017 |
| Raymond James Financial Services, Inc | Billings | MT | 10/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Billings | MT | 11/2017 | Present |
| Ttg Financial Services, Inc | Billings | MT | 09/1997 | Present |
(1)Name of Business: ClavesVita, Inc. Address: 3012 4th Ave N Ste A, Billings, MT, 59101, United States Activity Type: Accounting/CPA Position/Title: Officer - CEO Investment Related: No Start Date: 12/05/2012 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage all aspects of running a company. Hire employees and manage the financials. (2)Name of Business: Fixed Independent Insurance Agent Address: 3012 4th Ave N Ste A, Billings, MT, 59101, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/30/1993 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Review life insurance policies. Recommend fixed life insurance products (3)Name of Business: Lone Star Mountain Partners LLC Address: PO Box 1994, Billings, MT, 59103, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 08/05/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Partner. Maintain tenants, manage the financials (4)Name of Business: Summit Point Wealth Partners Address: 3012 4th Ave N Ste A, Billings, MT, 59101, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/28/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Summit Point Wealth Partners is the DBA for the our investment services business (5)Name of Business: TTG Financial Services, Inc Address: 3012 4th Ave N Ste A, Billings, MT, 59101-1248, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 09/15/1998 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This is a DBA for my RIA company.\nI was told by supervision that even though I have a OBA for TTG Financial Services as an Independent RIA I had to do a OBA for TTG Financial as a support company also.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-15 |
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