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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 |
| MD | RA | APPROVED | 2017-09-22 |
| TX | RA | APPROVED | 2017-09-22 |
Branch Locations
1450 Twin Lakes Avenue Suite 202, Bozeman, MT 59718 • United States
Belgrade, MT • 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 | Annapolis | MD | 01/2006 | 09/2017 |
| Bank Of America, Na | Annapolis | MD | 12/2009 | 09/2017 |
| Wells Fargo Advisors Financial Network, Llc | Bozeman | MT | 09/2017 | Present |
BWIBZN, LLC, INV RELATED, ANNAPOLIS, MD, 50% OWNER, START 5/2017, 2 HOURS PER MONTH/0 DURING TRADING, DUTIES: OWNER/PARTNER.| BZNBWI, LLC, INV RELATED, BOSEMAN, MT, 60% OWNERSHIP, START 10/1/2018, 0 HRS/MONTH, 0 HRS DURING TRADING, FINET PRACTICE.| SPC BIG SKY LLC, INV RELATED, BELGRADE, MT, 100% OWNERSHIP WITH SPOUSE, START 10/7/2019, 1 HOUR PER MONTH, ZERO DURING TRADING, HOLDS CONDO RENTAL AND PERSONAL USE LAND.| RENTAL PROPERTY, INV RELATED, BIG SKY, MT, 100% OWNERSHIP WITH SPOUSE, START 2/1/2020, 1 HOUR PER MONTH, ZERO DURING TRADING.| ROCKY POINT LAND DEVELOPMENT LLC, INV RELATED, BELGRADE, MT, 100% OWNERSHIP, START 10/30/2020, ZERO HOURS PER MONTH, ZERO DURING TRADING, TO HOLD PERSONAL LAND.| CANNERY CORNER, LLP, INVT RELATED, BOZEMAN, MT, 25% OWNERSHIP, START DATE 8/1/2022, FULL TIME HRS DURING MONTH AND MARKET, OFFICE SPACE FOR FINET PRACTICE.| STSMI LLC, INV RELATED, MERRITT ISLAND, FL, 33.33% OWNERSHIP, START 3/8/2023, 20 HOURS PER MONTH, 15 HOURS DURING TRADING, FINET PRACTICE.| STSGE LLC, INV RELATED, BELGRADE, MONTANA, 60% OWNERSHIP, START 1202025, 1 HOUR PER MONTH, 0 HOURS DURING TRADING, FOR FINET PRACTICE.| STSWM LEGACY PARTNERS, LLC, INVT RELATED, BOZEMAN, MT, 48.05% OWNERSHIP, START DATE 11/18/2024, 1 HR PER MONTH AND DURING TRADING, MERCHANT AGREEMENT. | STSWM HOLDINGS, LLC, INVT RELATED, BOZEMAN, MT, 48.05% OWNERSHIP, START DATE 11/18/2024, 1 HR PER MONTH AND DURING TRADING, MERCHANT AGREEMENT.| SHORE TO SUMMIT GROWTH PARTNERS, LLC; INV RELATED; BOZEMAN, MT; 36% OWNERSHIP; START DATE 05/30/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; MERCHANG CASH AND STOCK AGREEMENT
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-02-24 |
| S65 | Uniform Investment Adviser Law Examination | 1994-07-22 |
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