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201 South Wallace Avenue Suite B3F, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2021-11-23 |
Branch Locations
201 S. Wallace Ave. Suite B3F, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mofi | Bozeman | MT | 04/2010 | 12/2018 |
| Northfork Financial Llc | Bozeman | MT | 09/2019 | Present |
| 45North Partners Llc | Bozeman | MT | 09/2019 | Present |
| N/A | Bozeman | MT | 01/2019 | 08/2019 |
Since June of 2021, I have been working in operations at NorthFork Financial LLC (NorthFork), a registered investment advisor. In November 2021, I took and passed the Series 65 exam and became a register advisor representative with NorthFork. In January of 2022, I became a Partner and Advisor. NorthFork and 45North share the same office address: 201 South Wallace Ave., Suite B3F, Bozeman, MT 59715. I spend approximately 155 hours/month performing my duties at NorthFork, all during securities trading hours. I oversee the day-to-day operations of the firm and provide investment and financial planning advise to our clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-22 |
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