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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
2801 Brooks St, Missoula, MT 59801 • United States
300 Central Ave, Great Falls, MT 59401 • United States
10 S Main St, Butte, MT 59701 • United States
900 3Rd St Nw, Great Falls, MT 59404 • United States
1265 N 1St St, Hamilton, MT 59840 • United States
30 N Main St, Kalispell, MT 59901 • United States
209 E Spruce, Missoula, MT 59802 • United States
302 N Last Chance Gulch, Helena, MT 59601 • United States
235 First St, Havre, MT 59501 • United States
1700 10Th Ave S, Great Falls, MT 59405 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade, Inc. | Bellevue | WA | 02/1999 | 12/2016 |
| Tiaa | Spokane | WA | 07/2017 | 11/2020 |
| Unemployed | Spokane | WA | 01/2017 | 06/2017 |
| Vickerman Investment Advisors, Inc. | Spokane | WA | 07/2021 | 08/2023 |
| Semi-Retired | Spokane | WA | 11/2020 | 07/2021 |
| U.S. Bancorp Investments, Inc. | Kalispell | MT | 01/2024 | Present |
| Unemployed | Kalispell | MT | 08/2023 | 01/2024 |
| U.S. Bancorp Advisors, Llc | Missoula | MT | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-09-02 |
| S65 | Uniform Investment Adviser Law Examination | 1997-11-20 |
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