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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-11-03 |
Branch Locations
254 E 2Nd Street Suite 2, Powell, WY 82435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-07-02 |
| PA | RA | APPROVED | 2024-07-02 |
| CA | RA | APPROVED | 2020-01-23 |
Branch Locations
104 Jewel Basin Ct, Ste 2, Bigfork, MT 59911 • United States
254 E 2Nd Street Suite 2, Powell, WY 82435 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Bigfork | MT | 05/2016 | Present |
| Integrity Wealth Advisors, Llc | Yuba City | CA | 05/2016 | 01/2020 |
| Golden State Wealth Management, Llc | Bigfork | MT | 01/2020 | Present |
1. 5/12/2016 - Curt Howard Wealth Management & Insurance Solutions - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 6/15/2013 - 24 Hours Per Month/10 Hours During Securities Trading - Time Spent 10% - Life and Annuity, Disability, LTC, Health. 2. 5/12/2016 - Curt Howard Wealth Management & Insurance Solutions - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 5/1/2016 - 160 Hrs/Mth - 8 Hrs During Trading. 3. 9/9/2020 - Golden State Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 01/06/2020 - 120 Hours Per Month/100 Hours During Securities Trading - Time Spent 75% - I provide investment advisory services through Golden State Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 09/2020. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4. 10/17/2025 - Other - Book writing/publishing - Bigfork, Montana - Not Investment Related - Start Date:10/20/2025 - 20 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-08 |
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