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500 Keith Avenue, Missoula, MT 59801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-11-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Interstate Bank | Missoula | MT | 10/2010 | 02/2019 |
| Cetera Investment Advisers Llc | Missoula | MT | 01/2014 | 10/2016 |
| Lpl Financial, Llc | Missoula | MT | 11/2016 | 02/2019 |
| Proequities, Inc. | Missoula | MT | 03/2019 | 09/2020 |
| Avantax Planning Partners, Inc. | Missoula | MT | 03/2019 | 01/2024 |
| Avantax Investment Services, Inc. | Missoula | MT | 09/2020 | 01/2024 |
| Avantax Advisory Services | Missoula | MT | 01/2022 | 01/2024 |
| Mariner Wealth Advisors | Overland Park | KS | 01/2024 | 11/2024 |
| Moneysense Llc | Missoula | MT | 11/2024 | Present |
1) As a separate business activity of Money Sense, LLC, Molly operates an online financial education suite at moneysensewithmolly.com. Content provided through The Money Coven is for educational and informational purposes only and should not be construed as personalized financial, investment, legal, or tax advice. No investment advice or advice about the value of securities or the advisability of investing in securities is provided in the content offered on the online financial educational suite, the Money Coven, or the "Money Sense Method". This activity is conducted at the same address as Money Sense, LLC. This activity is primarily educational in nature. Molly is the operator of the site. Molly is the Founder and Manager of Money Sense, LLC. The start date of this relationship was November 2024. Molly spends ~12 hours per month, generally all during trading hours, operating the financial educational site. Molly creates content for the site and conducts weekly Q & A sessions for members. 2) LUCYROY LLC; investment-related; Missoula, MT; Rental Triplex; Managing Member; start date: 01/2018; 2 hrs/month; 0 hours during securities trading hours; coordinate rental of property, cleaning & maintenance, etc. 3) PHILIPSBURG CHALET LLC; investment-related; Missoula, MT; Airbnb property; Managing Member; start date: 01/2022; 2 hrs/month; 0 hrs during securities trading hours; coordinate rental of property, cleaning, etc. 4) MARLO MARKETING LLC; investment-related; Missoula, MT; small market internet traffic research for search engine optimization; Managing Member; start date: 11/2022; 10 hrs/month; 0 hrs during securities trading hrs; Researching markets around the US for opportunities to build websites to generate business for small businesses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-18 |
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