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118 East Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-05-22 |
Branch Locations
118 East Main Street, Bozeman, MT 59715 • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citi Global Markets | New York | NY | 05/2010 | 07/2024 |
| Bitterroot Capital Advisors Llc | Bozeman | MT | 07/2024 | Present |
Dry Creek Ranch LLP; Red Lodge, MT 59068; Not Investment-related; Nature: Land and Livestock; Started: 01/1998; Title: Managing Member; Duties: With spouse, manage the land and cattle company; 2 hours devoted each month during securities trading hours; 30 hours are devoted each month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-04 |
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