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Billings, MT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-02-09 |
| WY | RA | APPROVED | 2026-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Stafford Company, Llc | Bartlesville | OK | 06/2000 | Present |
| First Allied Securities, Inc. | San Diego | CA | 11/2012 | 09/2022 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 11/2012 | 11/2020 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | Present |
| Cetera Advisors Llc | St Cloud | MN | 09/2022 | Present |
| Flying Solo | Billings | MT | 12/2023 | Present |
1. STAFFORD & ASSOCIATES, INC - VP, BOARD MEMBER, 5% OWNER, COMMERCIAL AND RESIDENTIAL REAL ESTATE INVESTMENTS AND MANAGEMENT, 291 COUNTY ROAD 2189, BARTLESVILLE, OK 74003, START 02/1975, 5 HOURS/MONTH OUTSIDE TRADING HOURS. 2. THE STAFFORD COMPANY; MANAGER; REAL ESTATE(RENTAL PROPERTY/PASSIVE INVESTMENT); START DATE 06/01/2000; 4 HRS. PER MONTH. 3. ALLIES 21 LLC; DBA; PARTNER; START DATE: 12/15/2015; 160 HOURS PER MONTH. 4. FLUID PRO,LLC.; BUSINESS CONSULTANT EMPLOYEE; CONSULTING; START DATE: 03/01/2014; 40 HOURS PER MONTH. 5. CORNERSTONE COMMUNITY CHURCH; DEACON; NON-PROFIT ORGANIZATION; 12 HOURS PER MONTH; START DATE 01/28/2018. 6. PAUL STAFFORD INSURANCE; INSURANCE AGENT; START DATE: 03/21/2018; 8 HOURS PER MONTH. 7. BIBLICAL COUNSELING FOUNDATION, DBA; DIRECTOR; NON-PROFIT ORGANIZATION; START DATE 05/10/2020; 8 HOURS PER MONTH. 8. PAUL STAFFORD; FACILITATOR; EDUCATION/TEACHING; START DATE: 05/01/2021; 12 HOURS PER MONTH. 9. NAME OF OTHER BUSINESS: FLYING SOLO, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: LEGACY PLANNING, START DATE: 12/1/23, POSITION/TITLE/RELATIONSHIP: OWNER/LEGACY IMPACT GUIDE, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: HELP FAMILY LEADERS COMMUNICATE, ORGANIZE, AND COORDINATE IN PREPARATION FOR LEGACY PLANS; 10. NAME OF OTHER BUSINESS: PAUL STAFFORD; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 03/2024; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: HOUSE RENTAL, DAILY OR MONTHLY RENTAL;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-11 |
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