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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2022-04-06 |
Branch Locations
490 North 31 St Street Suite 217, Billings, MT 59101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Financial Equity Corporation | Billings | MT | 09/2008 | 04/2022 |
| Royal Alliance Associates, Inc. | Billings | MT | 04/2022 | Present |
| Ridgeline Wealth Partners | Billings | MT | 03/2022 | Present |
1) JJSA2003, LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 2445 Saddleback Dr, Laurel MT 59044, United States DESCRIPTION: this is a business account to where I move my commissions and fees after they are paid. I pay all my corporate and office expenses out of this account and pay myself a wage. I also pay for my health insurance from this account. 2) RIDGELINE WEALTH PARTNERS POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/05/2022 ADDRESS: 490 N 31st St. STE 217, Billings MT 59101, United States DESCRIPTION: Insurance sales and service for multiple carriers
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-26 |
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