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1731 Poly Drive, Billings, MT 59102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-06 |
| MT | RA | APPROVED | 2017-01-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Billings | MT | 11/2010 | 12/2016 |
| Pruco Securities Llc | Billings | MT | 11/2010 | 12/2016 |
| Capstone Wealth Management, Inc. | Billings | MT | 12/2016 | 01/2017 |
| Capstone Wealth Management, Inc. | Billings | MT | 01/2017 | Present |
I am a licensed insurance agent (since 2010). As an insurance agent I evaluate a client or prospective client's insurance needs and recommend insurance products as necessary. This business is conducted in the same office as Capstone Wealth management. I devote approximately 20 hours per month to this activity which may or may not be conducted during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-15 |
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