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23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2020-01-15 |
Branch Locations
490 N 31 Street Suite 240, Billings, MT 59101 • United States
23350 N Pima Road, Scottsdale, AZ 85255-7153 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M. S. Howells & Co. | Scottsdale | AZ | 06/2019 | 10/2019 |
| First Interstate Bank | Billings | MT | 06/2017 | 06/2019 |
| Carroll College | Helena | MT | 08/2013 | 05/2017 |
| Wipfli.LLp | Helena | MT | 01/2017 | 05/2017 |
| Bubba'S Lawn Service | Billings | MT | 05/2005 | Present |
| Msh Capital Advisors Llc | Scottsdale | AZ | 07/2019 | 12/2019 |
| M.S. Howells & Co | Scottsdale | AZ | 10/2019 | Present |
| Msh Capital Advisors Llc | Scottsdale | AZ | 12/2019 | Present |
1. JUNE 2019; MSH CAPITAL ADVISORS DBA BUCHANAN CAPITAL; BILLINGS, MT; INVESTMENT RELATED; REGISTERED INVESTMENT ADVISOR;ASSOCIATE; OPERATIONS; DEVOTE 40 HRS/WK DURING MARKET HOURS. 2. Rocky Mountain College Board of Trustees; Non-Investment related; Billings, MT; Nature- Liberal Arts College; Position/Title- Member, finance committee chair; Start date- 11/2023; Approximately 3 hours per month, 3 during trading hours; Description- strategic planning, budgeting, and governance 3. Montana Ambassadors; Investment-related- No; Helena, MT; Nature- Support efforts by Governor and MT Department of Commerce contribute to the economic vitality of Montana; Position/Title- Member ; Start date- 6.1.26; Approximately 1 hour per month, 1 during trading hours; Description- Advocacy, networking and support 4. Billings Chamber of Commerce; Investment-related- No; Billings, MT; Nature- Develop a strong business climate and vibrant economy by serving the community in a leadership role enhancing the quality of life; Position/Title- Board member ;Start date- 7.1.26; Approximately 3 hours per month, 2 during trading hours; Description- Governance, Strategic Planning and Budgeting 5. M.S. Howells & Co.; Investment related- Yes; Scottsdale, AZ; Nature- Brokerage; Position/Title- Financial Advisor; State date- 10/2019; Approximately 10-15 hours per month, 10-15 during trading hours; Description- Provide fixed income securities to municipalities around the state of MT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-19 |
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