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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
1645 Grand Ave, Billings, MT 59102 • United States
920 S 29Th St W, Billings, MT 59102 • United States
104 E Main St, Bozeman, MT 59715 • United States
6 24Th St W, Billings, MT 59102 • United States
303 N Broadway, Billings, MT 59101 • United States
1460 N 19Th Ave, Bozeman, MT 59718 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Savannah | GA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Savannah | GA | 11/2016 | 07/2017 |
| U.S. Bancorp Investments, Inc. | Billings | MT | 07/2017 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Billings | MT | 02/2026 | Present |
Yellowstone Art Museum; Not Investment-Related; Billings, MT; Non Profit Art Museum; Board Member; 11/01/2019; 4 hours/month; 2 hours/trading; Board member and a member of the Executive, Finance, and Government committees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-10 |
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