Robert Pate Ellington-Montes

Employer firm

Lasalle St. Investment Advisors, L.l.c. CRD 109701

$5.74B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 02/2021
  Pfs Investments Inc
  Missoula, MT
• 02/2021 → 04/2023
  Securities America, Inc.
  Missoula, MT
• 02/2021 → 04/2023
  Securities America Advisors
  Missoula, MT
• 04/2023 → Present
  Lasalle St. Securities, Llc
  Elmhurst, IL
• 04/2023 → Present
  Lasalle St. Investment Advisors, Llc
  Elmhurst, IL

Previous Registrations

• 2021-03-01 → 2024-02-01
  Securities America Advisors, Inc.
  Missoula, MT
• 2017-09-27 → 2021-07-19
  Pfs Investments Inc.
  Winter Haven, FL
  Billings, MT
  Winter Haven, FL
  Missoula, MT

Other Businesses

KMAM LLC POSITION: Employee NATURE: KMAM LLC - SCorp Election INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 80 START DATE: 08/01/2022 ADDRESS: 2825 Stockyard Rd, Unit A26, Missoula MT 59808 DESCRIPTION: KMAM LLC - SCorp Election POSITION: Spouse (Katie Ellington-Montes) is the Owner and I (Robert Ellington-Montes) am being paid W2 wages from this LLC. NATURE: Investment Advisory DESCRIPTION: I will have my investment advisory compensation paid to KMAM LLC versus being paid to me directly. DBA-Nexus Wealth Management

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-21
• S63 Uniform Securities Agent State Law Examination
  2014-11-24

Other Names

• Robert P Ellington Montes
• Robert Pate Ellington Montes