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2020 Charlotte Street, Bozeman, MT 59718 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2019-01-03 |
| AZ | RA | APPROVED | 2014-06-10 |
| MT | RA | APPROVED | 2014-05-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Self Employed | Kalispell | MT | 01/1996 | Present |
| Solid Rock Wealth Management | Bozeman | MT | 05/2014 | Present |
(1) MT INSURANCE AGENT. APPROXIMATELY 5% TIME SPENT. (2) 100% OWNER/REAL ESTATE AGENT OF "SOLID ROCK REALTY ADVISORS, LLC" FOR COMMERCIAL REAL ESTATE SALES & SERVICE SINCE 2009. NON-INVESTMENT RELATED. APPROXIMATELY 10% TIME SPENT. ALL BUSINESS CONDUCTED AT OFFICE ADDRESS OF RECORD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-01 |
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