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11100 Ne 8Th St Suite 400, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2020-06-04 |
| WA | RA | APPROVED | 2008-05-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Contractor | Sammamish | MT | 07/2007 | 03/2018 |
| Berntson Porter Wealth Management Llc | Emigrant | MT | 04/2008 | Present |
REEDFLY FARM, NON-INVESTMENT BUSINESS, 2786 Highway 89 South, Emigrant, MT 59027, FLY FISHING LODGE, OWNER, STARTED 07/2010, 80 HOURS/MONTH, 40 HOURS A MONTH DURING TRADING HOURS, DUTIES: Run flyfishing lodge
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-23 |
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