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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-04-22 |
| TX | RA | APPROVED | 2024-04-16 |
Branch Locations
401 North 31St Street Suite 1610, Billings, MT 59101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Billings | MT | 01/2022 | Present |
| First Interstate Bank | Billings | MT | 11/2020 | 12/2021 |
| Jeff Boyd State Farm Insurance Company | Billings | MT | 08/2020 | 09/2020 |
| Billings Foursquare Church - Faith Chapel | Billings | MT | 05/2018 | 08/2020 |
| Farm Bureau Financial Services | Billings | MT | 02/2017 | 04/2018 |
| Edward Jones Investments | Billings | MT | 07/2014 | 02/2017 |
1. Montana Secretary of State; 1301 E 6th Ave Rm 260, Helena, MT 59601; Maintain official records of the executive branch and acts of the legislature. Oversee businesses and nonprofit organizations; Notary Public for the State of Montana; I am a witness to the identity, the comprehension, and the intent of a person who is signing a document, taking an oath, or acknowledging a signature. I witness the act that that I notarize; 04/20/2021; 1 Hour per Week; During Securities Trading Hours; Not Investment-related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-15 |
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