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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-02-12 |
Branch Locations
1610 Ellis Street Suite 3A, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Bozeman | MT | 05/2023 | Present |
| Chief Joesph Middle School | Bozeman | MT | 10/2015 | 06/2018 |
| Panda Express | Bozeman | MT | 06/2019 | 08/2019 |
| Bozeman High School | Bozeman | MT | 08/2019 | 01/2020 |
| Bob Wards And Sons | Bozeman | MT | 01/2020 | 04/2020 |
| Bozeman High School | Bozeman | MT | 04/2020 | 06/2020 |
| Walmart | Bozeman | MT | 06/2020 | 06/2021 |
| Montana State University | Bozeman | MT | 08/2021 | 05/2023 |
| Bozeman High School | Bozeman | MT | 06/2018 | 06/2019 |
| Palisade Financial | Bozeman | MT | 09/2025 | Present |
| Raymond James Financial Services, Inc. | Bozeman | MT | 05/2022 | 07/2022 |
| Raymond James Financial Services Advisors, Inc | Bozeman | MT | 02/2026 | Present |
(1) Palisade Financial not investment related Bozeman, MT DBA/Support Company Advisor start date: 09/2025 0 hrs per month 0 during trading hours (2) Turo Rentals Not investment related Bozeman, MT Manager/Owner start date: 10/2024 8 hrs per month 0 during trading hours I operate a rental car on Turo. I mostly coordinate with guests and clean the vehicle. This work is variable depending on number of bookings and season.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-05 |
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