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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-13 |
| MT | RA | APPROVED | 2026-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Willowcreek Capital Management Inc. | Missoula | MT | 03/2019 | 12/2025 |
| Mustard Seed | Missoula | MT | 08/2012 | 02/2019 |
| Albertson's Pharmacy | Missoula | MT | 11/2018 | 04/2019 |
| Raymond James Financial Services, Inc. | Missoula | MT | 03/2019 | 12/2025 |
| Raymond James Financial Services Advisors | Missoula | MT | 09/2022 | 12/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Missoula | MT | 01/2026 | Present |
| University Of Montana | Missoula | MT | 08/2013 | 05/2018 |
| Bank Of America, N.A. | Missoula | MT | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-31 |
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