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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2022-04-07 |
Branch Locations
490 North 31 St Street Suite 217, Billings, MT 59101 • 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 |
|---|---|---|---|---|
| Heartland Financial | Billings | MT | 03/2007 | 06/2018 |
| Lpl Financial Llc | Billings | MT | 03/2008 | 06/2018 |
| First Financial Equity Corporation | Billings | MT | 06/2018 | 04/2020 |
| Osaic Wealth Inc. | Billings | MT | 04/2022 | Present |
| Ridgeline Wealth Partners | Billings | MT | 04/2020 | Present |
1. TROY A. BRUCE - RENTAL PROPERTY POSITION: Owner NATURE: Individually owned INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/25/2022 ADDRESS: 2382 Crimson Ln, Billings MT 59106, United States DESCRIPTION: Owner of single family home for rental investment/income 2. RIDGELINE WEALTH PARTNERS LLC POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 04/07/2022 ADDRESS: 490 North 31st St, Suite 217, Billings MT 59101, United States DESCRIPTION: Insurance sales and service for multiple companies 3. BRUHAY, LLC POSITION: Owner NATURE: LLC. Nature is to purchase residential real estate (non-rental). INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2024 ADDRESS: 2382 Crimson Ln, Billings MT 59106, United States DESCRIPTION: This LLC is only for the purchase of residential real estate to use as a potential second home. 4. PEAK FINANCIAL MANAGEMENT, PLLC POSITION: Owner NATURE: Pass through entity for business expenses. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2018 ADDRESS: 2382 Crimson Ln, Billings MT 59106, United States DESCRIPTION: Pass through entity for business expenses.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-03-02 |
| S65 | Uniform Investment Adviser Law Examination | 1999-03-02 |
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