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David Paul Mulnix

Evergreen Wealth Partners LLC

Kalispell, MT

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Current Employers
Evergreen Wealth Partners Llc

104 Westview Park Place Suite 100, Kalispell, MT 59901 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2025-08-28
  • MT RA
    APPROVED
    Since 2025-08-28

Branch Locations

104 Westview Park Place Suite 100, Kalispell, MT 59901 • 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
Bellevue College Bellevue WA 01/2015 06/2017
Pacifica Nurseries Woodinville WA 01/2015 04/2018
Washington State University Pullman MT 08/2017 05/2019
Glacier Bank Whitefish MT 06/2018 10/2020
Lpl Financial, Llc Whitefish MT 10/2020 08/2025
Evergreen Wealth Partners Llc Kalispell MT 08/2025 Present
Lpl Financial Llc Whitefish MT 03/2021 08/2025
  • 01/2015 → 06/2017
    Bellevue College
    Bellevue, WA
  • 01/2015 → 04/2018
    Pacifica Nurseries
    Woodinville, WA
  • 08/2017 → 05/2019
    Washington State University
    Pullman, MT
  • 06/2018 → 10/2020
    Glacier Bank
    Whitefish, MT
  • 10/2020 → 08/2025
    Whitefish, MT
  • 08/2025 → Present
    Kalispell, MT
  • 03/2021 → 08/2025
    Whitefish, MT
Previous Registrations
Other Businesses

1) Licensed insurance agent; Not investment-related; Kalispell, Montana 59901; Insurance sales; Implementation of insurance recommendations; 16 hours per month, 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-19
  • S66 Uniform Combined State Law Examination
    2021-03-19

View on SEC IAPD

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