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505 Avenue D, Billings, MT 59102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-05-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cfd Investment Advisory Llc | Billings | MT | 04/2026 | Present |
| Western Business Advisors | Billing | MT | 09/2023 | Present |
| Student | Billings | MT | 04/2016 | 08/2023 |
1) Western Business Advisors; Not investment-related; Same address; Business valuation service; Valuation Analyst; Perform valuations for small businesses and assist with sales of businesses; Approx. 50% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-11 |
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