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509 1St Ave W, Kalispell, MT 59901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-16 |
| MT | RA | APPROVED | 2017-08-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glacier Investment Management | Kalispell | MT | 07/2017 | Present |
| Discern Analytics | San Mateo | CA | 09/2016 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-03-24 |
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