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4011 East Sunrise Drive, Tucson, AZ 85718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-02-27 |
| TX | RA | APPROVED | 2023-02-22 |
| AZ | RA | APPROVED | 2020-07-21 |
Branch Locations
4011 East Sunrise Drive, Tucson, AZ 85718 • United States
Missoula, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stewart & Associates, Pllc | Missoula | MT | 08/2018 | 08/2019 |
| Grove Street Fiduciary | Peterborough | NH | 06/2017 | 07/2017 |
| Texas Tech University | Lubbock | TX | 09/2015 | 05/2018 |
| Tci Wealth Advisors, Inc. | Abilene | TX | 09/2019 | 01/2024 |
| Tci Wealth Advisors, Inc. | Missoula | MT | 01/2024 | Present |
Montana Financial Education Coalition; investment related: No; Location: 1100 15th Street NW 4th Floor Washington DC 20005 USA; Position Title: Board Member ; Start date with business: 2026-01-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; Will an IRS form for income earned be received: No;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-19 |
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