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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-13 |
| ID | RA | APPROVED | 2026-01-06 |
Branch Locations
60 East South Temple 20Th Floor, Salt Lake City, UT 84111 • United States
101 South Capitol Boulevard Suite 401, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Co. Of America | Bozeman | MT | 08/2016 | 05/2020 |
| Park Avenue Securities | Bozeman | MT | 08/2016 | 05/2020 |
| Guardian Life Insurance Co. Of America | Boise | ID | 05/2020 | 10/2023 |
| Park Avenue Securities, Llc | Boise | ID | 05/2020 | 10/2023 |
| Morgan Stanley Smith Barney Llc | Boise | ID | 12/2025 | Present |
| Unemployed | Boise | ID | 10/2023 | 11/2025 |
(1) 672980 - Rove Adventure Co, LLC; Investment Related; Kalispell, MT; Recreation; Partner; Start 01-July-2022; During Business Hours: 2; After Business Hours: 3; Administrative, Customer Service, Accounting, Bookkeeping. (2) 673392 - Garfield Family LP; Investment Related; Bozeman, MT; Family Partnership; Limited Partner; Start 01-May-2002; During Business Hours: 0; After Business Hours: 0; Passive Owner. (3) 673017 - Paisley Merritt Properties, LLC; Investment Related; Boise, ID; Rental Property; Partner; Start 01-January-2020; During Business Hours: 0; After Business Hours: 1; Administrative, Accounting, Bookkeeping, Property Management. (4) 673035 - Glacier 122, LLC; Investment Related; Bozeman, MT; Rental Property; Partner; Start 01-May-2024; During Business Hours: 0; After Business Hours: 1; Administrative, Accounting, Bookkeeping, Property Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-18 |
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