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12555 Manchester Rd, St. Louis, MO 63131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-16 |
| MT | RA | APPROVED | 2025-02-18 |
Branch Locations
3706 Trakker Trail Suite 2, Bozeman, MT 59718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bozeman | MT | 09/2014 | 09/2017 |
| Wells Fargo Advisors Financial Network, Llc | Bozeman | MT | 09/2017 | 05/2018 |
| Shore To Summit Wm | Bozeman | MT | 09/2017 | 05/2018 |
| Raymond James Financial Services, Inc | Bozeman | MT | 05/2018 | 02/2025 |
| Raymond James Financial Services Advisors, Inc | Bozeman | MT | 05/2018 | 02/2025 |
| Hlh Partners Llp | Bozeman | MT | 05/2018 | 08/2018 |
| Choppers Grub & Pub | Big Sky | MT | 10/2018 | 10/2019 |
| Palisade Financial | Bozeman | MT | 09/2018 | 02/2025 |
| Lyft | Bozeman | MT | 10/2018 | 10/2020 |
| Uber | Bozeman | MT | 10/2018 | 10/2020 |
| Pure | Bozeman | MT | 08/2019 | 10/2023 |
| North Star Financial, Pllc | Bozeman | MT | 01/2024 | 02/2025 |
| Edward Jones | St. Louis | MO | 02/2025 | Present |
Type of business: Rental Property Gallatin Gateway, MT Start date: 4/15/2018 Owner Hours per week: 0 Hours during trading: 0 Manage & find tenants as well as property maintenance. Type of business: Rental Property Gallatin Gateway, MT Start date: 7/1/2024 Owner Hours per week: 0 Hours during trading: 0 Find and manage rental tenants
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-23 |
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