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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-07-15 |
Branch Locations
875 Harmon Stream Blvd Suite 200, Bozeman, MT 59718 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Investments | Bozeman | MT | 04/2025 | Present |
| Coach X | Bozeman | MT | 08/2024 | 04/2025 |
| Evergreen Homeloans | Bozeman | MT | 01/2022 | 08/2023 |
| Montana State University | Bozeman | MT | 08/2018 | 12/2024 |
| Sentinel High School | Missoula | MT | 08/2014 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-08 |
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