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812 14Th Street N, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-19 |
| MT | RA | APPROVED | 2022-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus | Great Falls | MT | 05/2013 | 09/2022 |
| Silver Oak Securities, Inc. | Great Falls | MT | 09/2022 | 06/2023 |
| Big Sky Wealth Advisors, Llc | Great Falls | MT | 09/2022 | Present |
1. 07/2025: Business Valuation and Consulting Services, Inc.; not investment related; Great Falls, MT; Business Valuation services for businesses.; Owner; less than 10 hours per month during securities trading hours; 10-15 hours per month outside of securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-27 |
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