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27 Fort Missoula Rd. Suite 1, Missoula, MT 59804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-06-12 |
| TX | RA | APPROVED | 2026-06-12 |
Branch Locations
27 Fort Missoula Rd. Suite 1, Missoula, MT 59804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stewart & Associates Pllc | Missoula | MT | 01/2012 | 04/2025 |
| Core Planning | Ofallon | MO | 03/2025 | 08/2026 |
| Stewart & Associates Dba Pathfinder Planning And Investments | Missoula | MT | 03/2026 | Present |
Jill Tripp is a Member of JT Squared LLC. This activity does not account for any of Jill Tripp's time. Clients of PPI are not involved in, nor are they solicited to participate in this outside business activity. This activity is performed outside of trading hours, is not investment related and does not present a conflict of interest.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-03-20 |
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