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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-01-19 |
| CA | RA | APPROVED | 2023-01-05 |
| MT | RA | APPROVED | 2022-11-16 |
Branch Locations
1014 South Ave. W. Suite A, Missoula, MT 59801 • 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 |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 03/2004 | 01/2017 |
| Wells Fargo Clearing Services, Llc | Missoula | MT | 01/2017 | 11/2022 |
| Guardian Life Insurance Company | Missoula | MT | 11/2022 | Present |
| Park Avenue Securities Llc | Missoula | MT | 11/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-04 |
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