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104 Westview Park Place Suite 100, Kalispell, MT 59901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-08-28 |
Branch Locations
104 Westview Park Place Suite 100, Kalispell, MT 59901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
1) Licensed insurance agent; Not investment-related; Kalispell, Montana 59901; Insurance sales; Implementation of insurance recommendations; 16 hours per month, 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-19 |
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