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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-05 |
| MT | RA | APPROVED | 2023-08-29 |
Branch Locations
490 North 31 St Street Suite 217, Billings, MT 59101 • 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 |
|---|---|---|---|---|
| First Interstate Bank | Billings | MT | 04/2014 | 08/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 04/2014 | 10/2016 |
| Cetera Investment Advisers Llc | Billings | MT | 04/2014 | 10/2016 |
| Lpl Financial Llc | Billings | MT | 10/2016 | 08/2023 |
| Osaic Wealth, Inc. | Billings | MT | 08/2023 | Present |
| Randy Porter Insurance | Billings | MT | 07/2023 | Present |
| Ridgeline Wealth Partners | Billings | MT | 08/2023 | Present |
RIDGELINE WEALTH PARTNERS LLC POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 08/29/2023 ADDRESS: 490 N. 31st Street, Suite 217, Billings MT 59101, United States DESCRIPTION: insurance sales and service for various carriers
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-03 |
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