Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-01-16 |
Branch Locations
1915 10Th Ave S, Great Falls, MT 59402 • United States
1502 Dearborn Ave, Missoula, MT 59801 • United States
1550 River Dr N, Great Falls, MT 59401 • United States
1555 Harrison Ave, Butte, MT 59701 • United States
1400 N 19Th Ave A, Bozeman, MT 59718 • United States
2330 South Reserve St, Missoula, MT 59801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Missoula | MT | 08/2019 | 12/2024 |
| Frenchtown School District | Frenchtown | MT | 09/2016 | 07/2019 |
| Bonner School District | Bonner | MT | 08/2010 | 09/2016 |
| Raymond James Financial Services Advisors, Inc | Missoula | MT | 04/2021 | 12/2024 |
| Willow Creek Capital Management | Missoula | MT | 03/2021 | 12/2024 |
| Horizon Credit Union | Missoula | MT | 01/2025 | Present |
| Lpl Financial Llc | Missoula | MT | 01/2025 | Present |
1 - 12/2024 - Horizon Retirement & Investments - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). 2 - 12/2024 - ClearWater Partners, LLP - Business Entity For Tax/Investment Purposes Only - Not Inv Related - 2 Hours/Month - MT 59802 - OBA Start Date: 01/29/2004.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-23 |
Reach out to this advisor