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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-20 |
| MT | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Kalispell | MT | 01/1999 | Present |
| Raymond James Financial Services Advisors, Inc | Kalispell | MT | 01/2009 | Present |
(1)Name of Business: Aspen Partners LLC Address: 25 2nd Ave W, Kalispell, MT, 59901, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Typical duties as a property owner to maintain the property and potentially lease a portion of the building/property. (2)Name of Business: Snow Peak Wealth Advisors Address: 25 2nd Ave W, Kalispell, MT, 59901, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/03/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Branch Manager oversight of FA's in office
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-27 |
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