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625 Wisconsin Avenue, Whitefish, MT 59937-2129 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-04-22 |
| TX | RA | APPROVED | 2026-04-17 |
Branch Locations
625 Wisconsin Avenue, Whitefish, MT 59937-2129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stack Financial Management, Inc. | Whitefish | MT | 01/2025 | Present |
| Logan Health | Kalispell | MT | 03/2022 | 01/2025 |
| Penn Highlands | Dubois | PA | 11/2020 | 03/2022 |
| Walmart | Dubois | PA | 05/2020 | 07/2020 |
| Penn Highlands Clearfield | Clearfield | PA | 06/2019 | 11/2020 |
| Unemployed | Luthersburg | PA | 04/2019 | 06/2019 |
| University Of Pittsburgh - Bradford | Bradford | PA | 08/2017 | 04/2019 |
| University Of Pittsburgh - Bradford | Bradford | PA | 08/2015 | 04/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-04-17 |
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