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1001 S. Main St. Ste 600, Kalispell, MT 59901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2020-01-09 |
Branch Locations
1001 S. Main St. Ste 600, Kalispell, MT 59901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Baker Boyer National Bank | Walla Walla | WA | 03/2011 | 07/2017 |
| Middlesworth Financial | Underwood | WA | 09/2017 | 06/2019 |
| Entrusted Wealth | Kalispell | MT | 05/2018 | Present |
| Baker Boyer National Bank | Walla Walla | WA | 06/2019 | Present |
Employee, Baker Boyer Bank, 7 W Main, Walla Walla, WA 99362. Investment-related: yes, starting June 2019. Operations (remote work). 120 hours per month devoted, 40 hours per month during trading hours. Duties include providing expertise on investment reporting and reconciliation, technology projects, and other duties as assigned.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-28 |
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