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1805 W Dickerson Building 2, Suite 3, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-19 |
| MT | RA | APPROVED | 2019-11-25 |
Branch Locations
1805 W Dickerson Building 2, Suite 3, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Bozeman | MT | 09/2016 | 07/2018 |
| Raymond James Financial Services, Inc. | Bozeman | MT | 08/2017 | 07/2018 |
| Raymond James Financial Services, Inc. | Bozeman | MT | 02/2016 | 09/2016 |
| Hudak & Associates, Inc. | Bozeman | MT | 08/2016 | 07/2018 |
| Rodan And Fields Independent Consultant | Bozeman | MT | 05/2017 | 10/2018 |
| Journey Evangelical Church | Bozeman | MT | 01/2019 | 11/2019 |
| Cocreate Financial | Bozeman | MT | 11/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-10-19 |
| S65 | Uniform Investment Adviser Law Examination | 2016-08-18 |
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