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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2009-01-02
TX RA APPROVED_RES 2009-01-02
  • MT RA
    APPROVED
    Since 2009-01-02
  • TX RA
    APPROVED_RES
    Since 2009-01-02

Branch Locations

307 Spokane Ave Ste 102, Whitefish, MT 59937 • 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, Inc. Bigfork MT 01/1999 Present
Raymond James Financial Services Advisors, Inc Whitefish MT 01/2009 Present
Akey & Associates Whitefish MT 05/1995 Present
Other Businesses

(1)Name of Business: Matthew Benedict LLC Address: 307 Spokane Ave Ste 102, Whitefish, MT, 59937, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-12-13
S63 Uniform Securities Agent State Law Examination 1995-03-21
  • S65 Uniform Investment Adviser Law Examination
    1996-12-13
  • S63 Uniform Securities Agent State Law Examination
    1995-03-21

View on SEC IAPD

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