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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
2419 Mullan Road Suite B, Missoula, MT 59808 • United States
307 Spokane Ave. Suite 200, Whitefish, MT 59937 • United States
35 Three Mile Dr. Suite 101, Kalispell, MT 59901 • United States
501 Park Drive South, Great Falls, MT 59403 • United States
3060 Cabernet Dr Ste 2, Helena, MT 59601 • United States
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-05-10 |
Branch Locations
2419 Mullan Road Suite B, Missoula, MT 59808 • United States
3060 Cabernet Dr Ste 2, Helena, MT 59601 • United States
501 Park Drive South, Great Falls, MT 59403 • United States
307 Spokane Ave Ste. 200, Whitefish, MT 59937 • United States
35 Three Mile Dr. Suite 101, Kalispell, MT 59901 • United States
210 Jones St Ste. 104, Dubuque, IA 52001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc | Missoula | MT | 06/2021 | 09/2025 |
| Avantax Advisory Services | Missoula | MT | 06/2021 | 09/2025 |
| Arnold & Taylor, Pllc | San Antonio | TX | 03/2014 | 12/2020 |
| Anderson & Truitt, Pllc | San Antonio | TX | 01/2021 | 05/2021 |
| Legacy Wealth Management, Llc | Great Falls | MT | 07/2021 | Present |
| Avantax Planning Partners, Inc. | Missoula | MT | 04/2024 | Present |
| Avantax Insurance Agency And/Or Avantax Insurance Services | Great Falls | MT | 05/2025 | 09/2025 |
| Cetera Wealth Services, Llc | Great Falls | MT | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-21 |
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