Best Investors
Account
Sign in
2700 King Ave. W, Billings, MT 59102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Interstate Bank | Billings | MT | 04/2012 | 10/2018 |
| First Interstate Bank | Billings | MT | 10/2018 | 08/2019 |
| Riverstone Health | Billings | MT | 09/2019 | 12/2023 |
| Stockman Wealth Management | Billings | MT | 12/2023 | 04/2026 |
| Stockman Wealth Management | Billings | MT | 04/2026 | Present |
The name of the other business; Rodan + Fields DBA Thy Will Be Done, Inc Whether the business is investment-related - No The address of the other business; 3105 La Paz Dr, Billings, MT 59101 The nature of the other business; Skincare + Haircare Independent Consultant Your position; Owner Title, or relationship with the other business; The start date of your relationship; June 2012 The approximate number of hours/month you devote to the other business; 10 hrs/month The number of hours you devote to the other business during securities trading hours; None Briefly describe your duties relating to the other business, Leading a team of independent R+F Consultants and providing skincare and haircare solutions to clients per their needs The name of the other business; Bravenly Global Whether the business is investment-related - No The address of the other business; 3105 La Paz Dr, Billings, MT 59101 The nature of the other business; Health & Wellness Your position; Brand Partner Title, or relationship with the other business; The start date of your relationship; September 2024 The approximate number of hours/month you devote to the other business; 10 hrs/month The number of hours you devote to the other business during securities trading hours; None Briefly describe your duties relating to the other business-Brand Partner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-19 |
| S66 | Uniform Combined State Law Examination | 2007-09-06 |
Reach out to this advisor