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Current Employers
Switchbacks Capital Advisory, Llc

945 Wyoming Street Suite 150, Missoula, MT 59801 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2026-03-30
  • MT RA
    APPROVED
    Since 2026-03-30

Branch Locations

945 Wyoming Street Suite 150, Missoula, MT 59801 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Missoula MT 08/2016 06/2021
Lpl Financial, Llc Missoula MT 06/2021 Present
Golden State Wealth Management, Llc Missoula MT 06/2021 03/2026
Switchbacks Capital Advisory, Llc Missoula MT 01/2026 Present
Previous Registrations
Other Businesses

1. 06/03/2021; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Switchbacks Capital Advisory; Investment Related; at Reported Business Location(s); Start Date 05/2021 2. 06/03/2021; Switchbacks Properties, LLC; Real Estate Rental; Investment Related; Missoula, MT; Start Date 02/2017; 1hr during trading 3. 06/03/2021; Mosaic Properties, LLC; Real Estate Rental; Investment Related; Missoula, MT; Start Date 03/2021 4. 01/08/2024; Other - Financial Education Workshop Instructor; Not Investment Related; Start Date 02/08/2024; 1hrs/mth; 2hrs during trading 5. 04/15/2026; Switchbacks Capital Advisory; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 03/30/2026; 170hrs/mth; 100hrs during trading; I provide investment advisory services through Switchbacks Capital Advisory, an independent investment advisor firm. I started this business activity in 3/2026. I expect to spend approximately 170 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-19
  • S66 Uniform Combined State Law Examination
    2017-01-19
Designations
Other Names
  • Ryne Mading

View on SEC IAPD

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