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2700 King Ave. W, Billings, MT 59102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2020-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 07/2019 | 06/2020 |
| Northwestern College | Orange City | IA | 08/2018 | 06/2019 |
| Stockman Bank Of Montana | Billings | MT | 05/2018 | 08/2018 |
| Northwestern College | Orange City | IA | 08/2017 | 05/2019 |
| Hy-Vee | Omaha | NE | 05/2017 | 08/2017 |
| Northwestern College | Orange City | IA | 07/2015 | 04/2017 |
| Stockman Wealth Management | Billings | MT | 10/2020 | 09/2021 |
| Stockman Bank | Billings | MT | 06/2020 | 12/2021 |
| Stockman Wealth Management | Billings | MT | 09/2021 | 09/2022 |
| Stockman Wealth Management | Billings | MT | 10/2022 | 04/2025 |
| Stockman Wealth Management | Billings | MT | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-15 |
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