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Current Employers
Allied Investment Advisors Llc

3409 Transtech Way Suite A, Billings, MT 59102 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2025-08-20
  • MT RA
    APPROVED
    Since 2025-08-20

Branch Locations

3409 Transtech Way Suite A, Billings, MT 59102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allied Investment Advisors Llc Billings MT 06/2025 Present
Allied Investment Advisors Llc Billings MT 08/2025 Present
The University Of Wyoming Foundation Laramie WY 01/2019 06/2025
Wyoming Retirement System Laramie WY 01/2017 12/2018
University Of Wyoming Laramie WY 08/2016 01/2017
  • 06/2025 → Present
    Billings, MT
  • 08/2025 → Present
    Billings, MT
  • 01/2019 → 06/2025
    The University Of Wyoming Foundation
    Laramie, WY
  • 01/2017 → 12/2018
    Wyoming Retirement System
    Laramie, WY
  • 08/2016 → 01/2017
    University Of Wyoming
    Laramie, WY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-20
  • S65 Uniform Investment Adviser Law Examination
    2025-08-20
Designations

View on SEC IAPD

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