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Current Employers
Berntson Porter Wealth Management, Llc

11100 Ne 8Th St Suite 400, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2020-06-04
WA RA APPROVED 2008-05-26
  • MT RA
    APPROVED
    Since 2020-06-04
  • WA RA
    APPROVED
    Since 2008-05-26

Branch Locations

2786 Highway 89 South, Emigrant, MT 59027 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Independent Contractor Sammamish MT 07/2007 03/2018
Berntson Porter Wealth Management Llc Emigrant MT 04/2008 Present
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-23
  • S65 Uniform Investment Adviser Law Examination
    2008-05-23

View on SEC IAPD

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