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104 Westview Park Place Suite 100, Kalispell, MT 59901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-02 |
| OR | RA | APPROVED | 2025-08-28 |
Branch Locations
104 Westview Park Place Suite 100, Kalispell, MT 59901 • United States
895 Country Club Rd Suite A150, Eugene, OR 97401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lincoln Land Community College | Springfield | IL | 08/2016 | 05/2017 |
| Unemployed | Springfield | IL | 06/2017 | 11/2017 |
| United Parcel Service | Springfield | IL | 12/2017 | 01/2018 |
| Unemployed | Springfield | IL | 02/2018 | 08/2018 |
| Express Employment Professionals | Springfield | IL | 08/2018 | 06/2019 |
| Lincoln Land Community College | Springfield | IL | 08/2018 | 12/2019 |
| Retirement Defenders | Rochester | IL | 06/2019 | 03/2020 |
| Retirement Peace Project | Rochester | IL | 03/2020 | 05/2021 |
| Illinois State University | Bloomington | IL | 01/2020 | 05/2021 |
| Evergreen Wealth Partners Llc | Eugene | OR | 08/2025 | Present |
| Lpl Financial Llc | Eugene | OR | 05/2021 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-06 |
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