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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2022-04-06 |
Branch Locations
490 North 31 St Street Suite 217, Billings, MT 59101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Billings | MT | 02/2016 | 06/2018 |
| Rocky Mountain Bank | Billings | MT | 02/2016 | 06/2018 |
| First Financial Equity Corporation | Billings | MT | 06/2018 | 04/2022 |
| Osaic Wealth Inc. | Billings | MT | 04/2022 | Present |
| Ridgeline Wealth Partners | Billings | MT | 03/2022 | Present |
| North Financial Llc | Billings | MT | 05/2024 | Present |
1) DO NORTH ADVENTURES LLC POSITION: Owner NATURE: Guiding and Taxidermy INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2017 ADDRESS: 3722 GLANTZ DR, Billings MT 59102-7766, United States DESCRIPTION: Operate and Sales 2) STONE GLACIER POSITION: sponsored individual NATURE: Outdoor gear sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2022 ADDRESS: 165 All W Trail, Bozeman, MT 59718, United States DESCRIPTION: I am a representative of the company in the outdoor industry and wear and utilize their product. There is no contract and minimal monetary compensation based on hours worked. 3) RIDGELINE WEALTH PARTNERS LLC POSITION: Insurance Agent NATURE: 1. RidgeLine Wealth Partners LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/06/2022 ADDRESS: 490 North 31st Street, Suite 217, Billings MT 59101, United States DESCRIPTION: INSURANCE SALES AND SERVICE FOR MULTIPLE CARRIERS 4) NORTH FINANCIAL LLC POSITION: Owner/Operator NATURE: North Financial is an LLC. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/20/2024 ADDRESS: 3722 GLANTZ DR, Billings MT 59102-7766, United States DESCRIPTION: This is a business account where i move my commissions and fees after they are paid. I pay all of my corporate and office expenses out of this account and pay myself a wage. I also pay for my health insurance from this account.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-13 |
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