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3409 Transtech Way Suite A, Billings, MT 59102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-11-18 |
Branch Locations
3409 Transtech Way Suite A, Billings, MT 59102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allied Investment Advisors Llc | Billings | MT | 09/2024 | Present |
| First Interstate Bank | Billings | MT | 10/2011 | 09/2024 |
1 - Warren Muffett Investment Club LLC, Member of Investment Club since 2012, 1 hour spent on a monthly basis, no compensation received, investment related. 2 - Tumbleweed Runaway Program, Board Member, non-profit organization, non investment related and no compensation, since 4/1/20. 3 - Montana Contractors Association Associate's Board, Board Member, non-profit organization, non investment related and no compensation, since 1/2026. 4 - Billings Catholic Schools Foundation, Board Member, non investment related and no compensation, since 9/1/2026.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-15 |
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