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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-06-29 |
Branch Locations
Livingston, MT • United States
Bozeman, 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 01/2012 | 03/2019 |
| Stifel Nicolaus & Co Inc | Bozeman | MT | 03/2019 | 06/2019 |
| Watts Capital Partners Llc | New York | NY | 07/2019 | 09/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2021 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 11/2021 | Present |
| Jam Iii Llc | Livingston | MT | 01/2021 | Present |
| Kestra Investment Services, Llc | Austin | TX | 09/2019 | 10/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: JAM III, LLC INVESTMENT RELATED: NO ADDRESS: LIVINGSTON, MT 59047 NATURE OF BUSINESS: RENTAL PROPERTIES AND AIRBNB RENTALS POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: USE AIRBNB AND RENTAL AGENCY TO CONDUCT ALL BUSINESS - NO HAND ON.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-21 |
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