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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2022-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northfork Financial Llc | Bozeman | MT | 01/2016 | 07/2022 |
| Raymond James Financial Services, Inc | Boszeman | MT | 07/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Boszeman | MT | 11/2022 | Present |
(1) 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: 07/12/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Client Associate
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-10 |
| S65 | Uniform Investment Adviser Law Examination | 2016-12-13 |
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