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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-08-12 |
| TX | RA | APPROVED | 2026-08-12 |
Branch Locations
1101 E Main St, Suite 301, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Interstate Bank | Bozeman | MT | 10/2002 | 08/2026 |
| Cetera Investment Services Llc | St. Cloud | MN | 12/2006 | 10/2016 |
| Cetera Investment Advisers Llc | Bozeman | MT | 01/2014 | 10/2016 |
| Lpl Financial, Llc | Bozeman | MT | 11/2016 | 08/2026 |
| D.A. Davidson & Co. | Bozeman | MT | 08/2026 | Present |
1) 10/25/2016 - First Interstate Investment Services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 2) 11/01/2016 - First Interstate Bank - Financial Institution Duty - inv rel - at reported business location(s) - start:11/1/2016 - 112 hr/mth 3) LJW Holdings LLC - Business Entity For Tax/Investment Purposes Only - inv rel - Bozeman, MT - managing member of the LLC. - start: 5/25/2010 - 1 hr/mth. 4) 10/25/2017 - JCM Montana, LLC - Investment Related - Home Based & Bozeman, MT - Real Estate Rental - Started 10/08/2014 - 1 Hours Per Month/0 Hours During Securities Trading - Owner and co-managing member with wife. 5) 11/07/2024 - 444 Holdings LLC - Rep's Business - Not Investment Related - 110 N 19th Ave Suite B, Bozeman, MT 59718 - Start Date 10/31/2024 - 8 Hours Per Month/ 0 Hours During Trading 6) 05/27/2025 - LMA Hillside, LLC - Real Estate Rental - Investment Related - Home Based - Start Date:05/23/2025 - 1 Hours Per Month/ 0 Hours During Trading 7) 05/27/2025 - LMA Ranch, LLC - Investment Related - Real Estate Rental - Home Based - Start Date:05/23/2025 - 1 Hours Per Month/ 0 Hours During Trading 8) 07/21/2026 - Schurray Storage LLC- Business - Real Estate - Personal storage use. Start date 7/21/26
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-17 |
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