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Bozeman, MT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-01-21 |
| MT | RA | APPROVED | 2022-04-26 |
| TX | RA | APPROVED_RES | 2021-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Watson House Investment Management, Llc | Bozeman | MT | 11/2018 | Present |
| Self-Employed | Park City | UT | 08/2013 | 08/2017 |
| Self-Employed | Fayetteville | AR | 08/2017 | 11/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-14 |
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