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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2025-10-20
  • MT RA
    APPROVED
    Since 2025-10-20

Branch Locations

610 Boardwalk Avenue Suite 104, Bozeman, MT 59718 • 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
Raymond James Financial Services, Inc. Bozeman MT 04/2020 08/2025
Columbia Hospitality (The Lark) Bozeman MT 09/2018 03/2020
Unemployed Bozeman MT 05/2018 09/2018
Carefree Concierge Bozeman MT 03/2018 05/2018
Montana Aleworks Bozeman MT 05/2017 04/2018
Montana State University Bozeman MT 08/2015 12/2019
Raymond James Financial Services Advisors, Inc. Bozeman MT 06/2021 08/2025
Charles Schwab & Co, Inc Bozeman MT 09/2025 Present
  • 04/2020 → 08/2025
    Raymond James Financial Services, Inc.
    Bozeman, MT
  • 09/2018 → 03/2020
    Columbia Hospitality (The Lark)
    Bozeman, MT
  • 05/2018 → 09/2018
    Unemployed
    Bozeman, MT
  • 03/2018 → 05/2018
    Carefree Concierge
    Bozeman, MT
  • 05/2017 → 04/2018
    Montana Aleworks
    Bozeman, MT
  • 08/2015 → 12/2019
    Montana State University
    Bozeman, MT
  • 06/2021 → 08/2025
    Bozeman, MT
  • 09/2025 → Present
    Bozeman, MT
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-18
  • S66 Uniform Combined State Law Examination
    2021-06-18
Designations
Other Names
  • Bridget Lee Beyer
  • Bridget Lee Thibault

View on SEC IAPD

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