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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2017-09-25 |
Branch Locations
1450 Twin Lakes Avenue Suite 202, 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Bozeman | MT | 01/2006 | 09/2017 |
| Bank Of America, Na | Bozeman | MT | 12/2009 | 09/2017 |
| Wells Fargo Advisors Financial Network, Llc | Bozeman | MT | 09/2017 | Present |
SPC BIG SKY LLC, INV RELATED, BELGRADE, MT, 100% OWNERSHIP WITH SPOUSE, START 10/7/2019, 1 HOUR PER MONTH, ZERO DURING TRADING, HOLDS RENTAL PROPERTY. RENTAL PROPERTY, INV RELATED, BIG SKY, MT, 100% OWNERSHIP WITH SPOUSE, START 2/1/2020, 1 HOUR PER MONTH, ZERO DURING TRADING, COORDINATE WITH PROPERTY MANAGMENT COMPANY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-26 |
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