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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-03-27 |
Branch Locations
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
12 Avanta Way, Suite 1, Billings, MT 59102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Retirement Plans | Billings | MT | 05/2021 | 03/2026 |
| Wipfli, Llp | Billings | MT | 02/2021 | 05/2021 |
| Tax Montana Pllc | Billings | MT | 02/2021 | 05/2021 |
| Montana State University Billings (Full-Time Student) | Billings | MT | 09/2015 | 04/2020 |
| Precision Mowing And Trimming | Billings | MT | 04/2019 | 09/2019 |
| Self-Employed/Cpa Study | Billings | MT | 05/2020 | 02/2021 |
| Merit Financial Advisors | Alpharetta | GA | 03/2026 | Present |
1. Montana ToM, LLC; Investment-related; 517 S 24th St W, Billings, MT 59102; An entity created for the purpose of buying and managing real estate; Member; 03/2021; 4 hours monthly; 0 hours during securities trading hours; Co-Owner, Montana ToM, LLC, an entity created for the purpose of buying and managing real estate located in Billings, MT, as of 03/29/2021; 0% of time spent during business hours; Not Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-07 |
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