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1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2021-09-08 |
Branch Locations
280 E. Front Street Suite A, Missoula, MT 59802 • United States
1520 West Canal Court Suite 100, Littleton, CO 80120 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Montana Retirement Income Advisory | Missoula | MT | 02/2013 | Present |
| Change Path, Llc | Leawood | KS | 02/2019 | 12/2019 |
| Aegis Wealth Management, Inc. | Guthrie Center | IA | 12/2019 | 01/2020 |
| Tucker Asset Management | Littleton | CO | 07/2021 | Present |
MONTANA RETIREMENT INCOME ADVISORY (DBA), INVESTMENT RELATED, 280 E. FRONT STREET, MISSOULA, MT, 59802, LIFE INSURANCE, ANNUITY AND LTC SALES, INSURANCE AGENT/OWNER, SINCE 05/2010, APX 160 HOURS PER MONTH ALL OF WHICH ARE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-22 |
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