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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-17 |
| MT | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Culver Insurance | Glendive | MT | 06/2001 | Present |
| Melonie J. Beeler, Llc | Glendive | MT | 04/2013 | Present |
| Voya Financial Advisors | Glendive | MT | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Culver Insurance Advisors, Inc | Glendive | MT | 11/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Curtain Call Llc | Glendive | MT | 10/2023 | Present |
| Culver Financial Advisors, Llc, | Glendive | MT | 05/2025 | Present |
1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 208 S MERRILL AVE; GLENDIVE; MT; 59330; FIXED INSURANCE AGENT; INDEPENDENT INSURANCE AGENT; 6/5/2008; 40; 40; SALES OF FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: CURTAIN CALL LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 10/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RESIDENTIAL RENTAL PROPERTY LISTED UNDER A SEPARATE LLC; 3. NAME OF ENTITY: M&J Properties; No; 208 S MERRILL AVE; GLENDIVE; MT; 59330; rental property; OWNER; 7/15/2010; 1; 0; manage property 4. NAME OF OTHER BUSINESS: CULVER FINANCIAL ADVISORS, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 05/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 30, APX NUMBER OF HOURS DURING TRADING HOURS: 20, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5.NAME OF ENTITY: Culver Insurance; No; 208 S MERRILL AVE; GLENDIVE; MT; 59330; Fixed Insurance Products; Independent Insurance Agent; 1/1/2005; 80; 60; Sale Fixed, Health and Crop Insurance products. 6. NAME OF OTHER BUSINESS: CULVER INSURANCE ADVISORS, INC INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: INSURANCE AGENCY, START DATE: 11/2021, POSITION/TITLE/RELATIONSHIP: PARTNER, APX NUMBER OF HOURS PER WEEK: 20, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: DBA FOR CROP, HEALTH, AND LIFE INSURANCE SALES 7. NAME OF OTHER BUSINESS: GLENDIVE LIONS; INVESTMENT RELATED: NO; ADDRESS: PO BOX 366 GLENDIVE, MT 59330; NATURE OF BUSINESS: NON PROFIT; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: RUN MEETINGS, ORGANIZE SERVICE ACTIVITIES AND FUNDRAISING EVENTS FOR THE COMMUNITY; 8. NAME OF OTHER BUSINESS: MELONIE J BEELER ; INVESTMENT RELATED: NO; ADDRESS: 2771 CHIPSHOT GREEN VALLEY, AZ 85614; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 03/2025; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OPERATE AND RENT RESIDENTIAL PROPERTY;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 2002-03-20 |
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