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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2013-09-13 |
Branch Locations
777 East Main Street Suite 202, Bozeman, MT 59715 • United States
Bozeman, MT • United States
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 |
|---|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Bozeman | MT | 09/2013 | Present |
| Maierle Consultants, Inc. | Bozeman | MT | 01/2017 | Present |
(1)Name of Business: Palisade Financial Address: 1610 Ellis St Ste 3A, Bozeman, MT, 59715, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/13/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Life insurance specialist through RJFS and part of Palisade Financial Team (2)Name of Business: Palisade Financial Address: 1610 Ellis Street, Bozeman, MT, 59715, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 01/25/2017 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Analyze, present, sell & service of life insurance & disability income & fixed annuities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-05 |
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