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Current Employers
Msh Capital Advisors Llc

23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2017-06-21
  • MT RA
    APPROVED
    Since 2017-06-21

Branch Locations

107 12Th St West, Red Lodge, MT 59068 • United States

23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prospera Financial Dallas TX 11/2006 06/2017
M.S. Howells & Co. Scottsdale AZ 06/2017 Present
Msh Capital Advisors Llc Scottsdale AZ 06/2017 Present
Buchanan Capital Inc. Billings MT 06/2017 06/2023
Buchanan Capital Inc Red Lodge MT 06/2023 Present
  • 11/2006 → 06/2017
    Prospera Financial
    Dallas, TX
  • 06/2017 → Present
    M.S. Howells & Co.
    Scottsdale, AZ
  • 06/2017 → Present
    Scottsdale, AZ
  • 06/2017 → 06/2023
    Buchanan Capital Inc.
    Billings, MT
  • 06/2023 → Present
    Buchanan Capital Inc
    Red Lodge, MT
Previous Registrations
Other Businesses

1.) 2017; MSH CAPITAL ADVISORS LLC, SCOTTSDALE, AZ: INVESTMENT RELATED; REGISTERED INVESTMENT ADVISOR; RIA; INVESTMENT ADVISOR REPRESENTATIVE; 40 HRS/MO DURING MARKET HOURS. 2.) M.S. Howells & Co.; Investment related- Yes; Nature- Brokerage; Position/Title- Financial Advisor; Start date- 6.1.2017; Approximately 10-15 hours per month, 10-15 during trading hours; Description- Providing Fixed income securities to municipalities around the state of MT 3.) FEB.2021; STATE OF MONTANA-BOARD OF REGENTS, HELENA, MT; NON INVESTMENT RELATED; BOARD MEMBER; GOVERNING HIGHER EDUCATION FOR STATE OF MONTANA; DEVOTE 10-15 HRS/MONTH DURING NON MARKET HOURS. 4.) MAY 2021; TABACAS LLC, BILLINGS MT; NON-INVESTMENT RELATED; REAL ESTATE; 50% OWNER AND DIRECTOR WITH SPOUSE; WORK WITH CONSTRUCTION TIMELINE, FUTURE TENANTS, AND ACT AS ONE OF THE PRINCIPALS; DEVOTE 2-3 HRS/MONTH DURING MARKET HOURS. 5.) Beartooth Billings Clinic; Investment-Related- No; Billings, MT; Nature- Governing Board Director; Postion- Board Memeber; Start date 4.1.25; Approximatelly 6 hours per month, 0 during trading hours; Description- Board Member

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-02-12
S66 Uniform Combined State Law Examination 2001-04-06
  • S65 Uniform Investment Adviser Law Examination
    2004-02-12
  • S66 Uniform Combined State Law Examination
    2001-04-06

View on SEC IAPD

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