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3409 Transtech Way Suite A, Billings, MT 59102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-08-20 |
Branch Locations
3409 Transtech Way Suite A, Billings, MT 59102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-20 |
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