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432 W Spruce St. Ste 102, Missoula, MT 59802 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-12-09 |
| TX | RA | APPROVED | 2025-12-09 |
Branch Locations
432 W Spruce St. Ste 102, Missoula, MT 59802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network | Missoula | MT | 01/2010 | 01/2019 |
| Raymond James Financial Services, Inc. | Missoula | MT | 01/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Missoula | MT | 01/2019 | Present |
| Estep, Geeting, And Weber Capital Mgt. | Missoula | MT | 09/2019 | Present |
| Willow Creek Capital Mgt | Missoula | MT | 09/2019 | Present |
(1) Name of Business: Willow Creek Capital Mgt' Address: 432 W. Spruce Street, Missoula, MT, 59802, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Officer - Treasurer, Officer - Secretary Investment Related: No Start Date: 09/12/2019 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Manage Corporate Activities (2) Name of Business: 432 West Spruce LLC Address: 432 W. Spruce Street Suite 102, Missoula, MT, 59802, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/01/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: this LLC owns/manages the office condominium our business is located in (3) Name of Business: DSWeber Honeysuckle, LLC Address: 510 Arcola Dr, Sebring, FL, 33875, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 09/21/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage Rental Property (4) Name of Business: Estep, Geeting, and Weber Capital Mgt Address: 432 W. Spruce Street Suite 102, Missoula, MT, 59802, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Officer - Treasurer, Officer - Secretary Investment Related: No Start Date: 01/01/2010 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: This is our S-corp for our independent financial services company affiliated with RJFS (5) Name of Business: Stephen and Kunigunda Weber Memeorial LLC Address: 432 W. Spruce Street Suite 102, Missoula, MT, 59802, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 10/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-09 |
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