Curtis Thayer Almy

Current Employers

Employment History

• 02/2015 → 06/2024
  Securities America Inc
  Miles City, MT
• 02/2015 → 06/2024
  Securities America Advisors
  Miles City, MT
• 06/2024 → Present
  Osaic Wealth, Inc.
  Miles City, MT
• 06/2024 → Present
  Osaic Wealth, Inc.
  Miles City, MT

Previous Registrations

• 2015-02-25 → 2024-06-14
  Securities America Advisors, Inc.
  Miles City, MT
• 1998-03-03 → 2015-02-26
  Ameriprise Financial Services, Llc
  Miles City, MT

Other Businesses

***RENTAL PROPERTY OWNER OF APARTMENT BUILDING -3 HOURS SPENT - 4/1995 ***SUNRISE INC OWNER OF CORPORATION THAT OWNS THE OFFICE BUILDING WHERE BRANCH OFFICE IS LOCATED -3 HOURS SPENT - 7/1993 ***CASA COURT APPOINTED SPECIAL ADVOCATE -VOLUNTEER - 3 HOURS SPENT - 4/2010 ***NEW LIFE FELLOWSHIP OF MONTANA INC -board member - board member of non-profit org #HRS 1 SEC TRADE HRS 1 - 1/1/03 - 550 Hwy 323, Ekalaka MT 59324 - Volunteer board member. Quarterly meetings take about 3 hours. ***INSURANCE SALES AND SERVICE -owner - AGENT INVEST RELATED Yes #HRS 10 SEC TRADE HRS 10 - 2/5/15 - 28 N Montana, Miles City MT 59301 - sell life insurance, long term care, fixed & indexed annuities. ***RANCH -joint owner - Family ranch owned by my wife & myself. Ranch is 3,700 acres. Don't run our own cattle. Leased out. I take care of fencing & water projects. Inherited ranch when my mother-in-law passed away, June 2018. #HRS 20 SEC TRADE HRS 5 - 6/23/18 - 2032 Rd 403, Ismay MT 59336 - Do repairs to fences & water systems. ***ISMAY COMMUNITY CHURCH -treasurer - elected treasurer of small country church. Duties include counting weekly collection & making deposit to bank. Will be responsible for paying church bills. 2 church board positions that can write checks, treasurer & board chairman. Will NOT be investing, managing or recommending any funds for church. Total annual budget is around $70,000. #HRS 2 - 2/23/20 - Box 1236, Ismay MT 59336 ***MONTANA HUMAN RIGHTS COMMISSION -commissioner - appointed by Montana Governor. Am 1 of 5 commissioners that make up quasi judicial commission that hears cases involving discrimination in work place. Commission meets every other month for 1 or 2 days. Compensated by state at rate of about $50/day plus travel expenses. #HRS 20 SEC TRADE HRS 10 - 3/1/21 - 1625 11th Ave STE 2, Helena MT 59601 ***ADVISORY POSITION: owner NATURE: SECURITIES AMERICA ADVISORS - INVESTMENT ADVISORY - IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 30 START DATE: 02/05/2015 ADDRESS: 28 N Montana, Miles City MT 59301 DESCRIPTION: Sell and service advisory products through Securities America Advisory ***CAT'S CLAW FASTENERS LLC POSITION: I'm the majority owner NATURE: I have formed Cat's Claw Fasteners LLC. The LLC includes a design patent that I originated. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 04/17/2018 ADDRESS: 28 N Montana, Suite C, Miles City MT 59301 DESCRIPTION: Cat's Claw Fasteners LLC will manufacture and import fasteners. The fasteners will be marketed through retail stores, our web site and other on line outlets.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-02-13
• S63 Uniform Securities Agent State Law Examination
  1987-12-14

Designations