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1591 N. 1St St. Suite 3, Hamilton, MT 59840 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.D. Vest Advisory Representative | Aurora | CO | 05/2008 | 03/2019 |
| H.D. Vest Investment Services | Englewood | CO | 05/2008 | 03/2019 |
| Wyndfall Financial Inc | Hamilton | MT | 03/2019 | Present |
Wyndfall Financial Inc Not investment related 1591 N 1st St Ste 3 Hamilton MT 59840 Tax Preparation President Tax Preparer 08/2009 - 01/2024 40 hrs per week during tax season tax preparation
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-06 |
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