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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-08-20 |
| TX | RA | APPROVED_RES | 2026-08-20 |
Branch Locations
1400 Prospect Ave , Helena, MT 59601 • United States
1455 Oak St, Bozeman, MT 59715 • United States
123 S Main St , Livingston, MT 59047 • United States
711 S 1St St , Hamilton, MT 59840 • United States
1821 S Ave , Missoula, MT 59801 • United States
1112 Shiloh Crossing Blvd , Billings, MT 59102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 04/2014 | 04/2017 |
| Lpl Financial Llc | Bozeman | MT | 07/2017 | 08/2026 |
| Raymond James Financial Services, Inc. | Bozeman | MT | 08/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Bozeman | MT | 08/2026 | Present |
(1)Name of Business: Address: 2267 Stagecoach Trail Rd, Manhattan, MT, 59741, United States Activity Type: Other Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/31/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own an Cessna 172 airplane. I purchased this to further the career of my eldest son. It has been part of an insurance small group known as a flying club. Instructors rent the airplane to teach students, and private pilots rent it to build time. (2)Name of Business: Montana Wealth Management Address: 1455 W Oak St, Bozeman, MT, 59715-2142, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/30/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: owner proprietor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-27 |
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