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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-12-09 |
| GA | RA | APPROVED | 2022-11-14 |
| MT | RA | APPROVED | 2022-06-02 |
| TX | RA | APPROVED | 2022-06-02 |
Branch Locations
970 Wyoming St Ste 301, Missoula, MT 59801 • United States
Missoula, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Issaquah | WA | 02/2015 | 04/2018 |
| Wells Fargo Clearing Services, Llc | Issaquah | WA | 04/2018 | 06/2022 |
| Wells Fargo Advisors Financial Network, Llc | Missoula | MT | 06/2022 | Present |
PINTLER WEALTH MANAGEMENT GROUP, LLC, INVT RELATED, MISSOULA, MONTANA, 100% OWNERSHIP BY PINTLER HOLDINGS, START DATE 11/26/2021, 160 HRS PER MONTH, 160 HRS DURING TRADING, FINET PRACTICE.| KSZ, LLC, INVT RELATED, MISSOULA, MONTANA, 100% OWNERSHIP, START 6/6/2022, 160 HRS PER MONTH, 40 HRS DURING TRADING, PASS THRU LLC FOR FINET BUSINESS EXPENSES.| RIVER CITY CAPITAL LLC; INV RELATED; MISSOULA, MT; 33.34% OWNERSHIP; FINET BUSINESS PASS THROUGH; START 7/28/2023; 5 HOURS PER MONTH, 1 HOUR DURING TRADING| PINTLER LEGACY PARTNERS, LLC; INV RELATED; MISSOULA, MT; 50% OWNERSHIP; START DATE 03/25/2025; 160 PER MONTH; 160 DURING TRADING ; FINANCCIAL ADVISORY/WEALTH MANAGEMENT| PINTLER HOLDINGS, LLC; INV RELATED; MISSOULA, MT; 80.1% OWNERSHIP; START DATE 03/25/2025; 160 PER MONTH; 160 HOURS DURING TRADING; FINANCIAL ADVISORY/WEALTH MANAGEMENT| RCC HOLDINGS DBA RIVER CITY TAX SERVICES LLC; INV RELATED; MISSOULA,MT; TAX PREPARATION SERVICES;50% OWNERSHIP; START DATE: 10/06/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING;| Office Building INV RELATED;MISSOULA,MT; COMMERCIAL OFFICE SPACE;Power of Attorney START DATE: 01/15/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; 430 RYMAN ST. - OFFICE BUILDING; INV RELATED;MISSOULA,MT; COMMERCIAL OFFICE SPACE;Power of Attorney START DATE: 09/30/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; CBK PROPERTIES LLC ; INV RELATED;MISSOULA,MT; COMMERCIAL OFFICE SPACE;Power of Attorney START DATE: 09/30/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-01 |
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