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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-09-25 |
| WY | RA | APPROVED | 2017-08-24 |
Branch Locations
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 | Cody | WY | 01/2009 | Present |
| Raymond James Financial Services, Inc. | Cody | WY | 03/1999 | Present |
(1)Name of Business: RA4 Properties, LLC Address: 742 Yellowstone Ave. unit B, Cody, WY, 82414-9319, United States Activity Type: Business Owner Position/Title: Officer - President Investment Related: No Start Date: 04/20/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Own a commercial lot for future small office building. My build a small 2000 square foot office once my lease runs out. (2)Name of Business: Summit Point Wealth Partners Inc. Address: 742 Yellowstone Ave, Cody, WY, 82414, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: This is the corporation that Tarra and I have for our partnership. We hold it out for our Montana clients some Wyo. clients and any joint business we together. (3)Name of Business: Sun Mountain Flying, Llc Address: 742 Yellowstone Ave Unit B, Cody, WY, 82414-9319, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/31/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Using LLC for an airplane purchase in the future for business use for meetings with clients in other communities. Currently the plane is being used as described. (4)Name of Business: Sun Mountain Wealth Partners, Inc Address: 742 Yellowstone Ave, Cody, Wy, Cody, WY, 82414, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 05/20/2010 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: to pay wages and office expenses like rent and the purchase of furniture and office supplies etc. (5)Name of Business: Sun Mountian Wealth Partners Address: 742 Yellowstone Ave Unit B, Cody, WY, 82414\n, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/24/2008 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: We use this as our DBA, pay bills and taxes but answer phone and advertise using the Raymond James only.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-03 |
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