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432 W Spruce St. Ste 102, Missoula, MT 59802 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-02-17 |
| TX | RA | APPROVED | 2026-02-16 |
Branch Locations
432 W Spruce St. Ste 102, Missoula, MT 59802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Missoula | MT | 10/2024 | Present |
| Unemployed | Washington D.C. | DC | 05/2024 | 10/2024 |
| Rock Creek Group | Washington | DC | 06/2022 | 05/2024 |
| George Washington University | Washington D.C. | DC | 08/2021 | 05/2023 |
| Plum Property Management | Missoula | MT | 01/2021 | 08/2021 |
| Mt Democratic Party | Missoula | MT | 06/2020 | 12/2020 |
| Endeavor | New York City | NY | 02/2020 | 05/2020 |
| Kellogg Hansen | Washington D.C. | DC | 07/2018 | 01/2020 |
| Middlebury College | Middlebury | VT | 02/2014 | 02/2018 |
| Unemployed | Washington D.C. | DC | 03/2018 | 06/2018 |
| Willow Creek Capital Management | Missoula | MT | 10/2024 | Present |
Willow Creek Capital Management Not investment related Missoula, MT DBA/Support Company Registered associate 10/2024 0 hours per month 0 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-16 |
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