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3409 Transtech Way Suite A, Billings, MT 59102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2011-12-05 |
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 | 09/2011 | Present |
(1) AKL, LLC, Member. Legal entity established to own the Allied Investment Advisors office building. Non-investment related. Start date = March 2016. Spends less than 5% of time on activity and no time during trading hours. (2) Start date= 7/2020 Managing Member of Lucas Family Properties, LLC. Personal real estate investments. Non investment related. Spends less than 5% of time each month and no time during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1990-07-07 |
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