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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 | 2026-02-04 |
Branch Locations
101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • United States
3039 Grand Ave Ste E, Billings, MT 59102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savant Investment Group, Llc | San Francisco | CA | 02/2015 | 09/2019 |
| Wells Fargo Clearing Services, Llc | Billings | MT | 01/2026 | Present |
| Wells Fargo Bank, Na | Billings | MT | 12/2025 | Present |
| Vetmobile Veterinary Corporation Pc | Petaluma | CA | 11/2019 | 12/2024 |
| Extended Travel | Billings | MT | 01/2025 | 11/2025 |
RENTAL PROPERTY - 1404 ; INV RELATED;BILLINGS,MT; RENTAL PROPERTY;50% OWNERSHIP; START DATE: 06/02/2023; 1 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-05 |
| S65 | Uniform Investment Adviser Law Examination | 2025-10-15 |
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