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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-07-01 |
Branch Locations
40 W. Lawrence St. Suite C , Helena, MT 59601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Msu Exponent | Bozeman | MT | 08/2002 | 01/2023 |
| Liberty Energy | Williston | ND | 01/2023 | 10/2025 |
| Northwestern Energy | Bozeman | MT | 05/2022 | 08/2022 |
| Field Wealth Management | Helena | MT | 10/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2025 | 03/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2026 | Present |
| Cetera Investment Advisors | Schaumburg | IL | 07/2026 | Present |
1. NAME OF OTHER BUSINESS: FIELD WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES DBA START DATE: 10/2025 POSITION/TITLE/RELATIONSHIP: ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES AND WEALTH MANAGEMENT DUTIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-29 |
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