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24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-20 |
| MN | RA | APPROVED | 2024-02-08 |
Branch Locations
24 E. Main Street, Bozeman, MT 59715 • United States
77 Monroe Center Nw Suite 600, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Chanhassen | MN | 02/2022 | 12/2023 |
| Scheels Sports | Eden Prairie | MN | 11/2021 | 03/2022 |
| Catalyst Covenant Church | St. Anthony | MN | 09/2021 | 04/2022 |
| 2Ndswing Golf | Minnetonka | MN | 07/2021 | 10/2021 |
| Gift Planning Counselor | Roseville | MN | 11/2020 | 07/2021 |
| Radisson Hotel Group | Minnetonka | MN | 09/2018 | 10/2020 |
| Bsc Solutions | Troy | MI | 01/2018 | 09/2018 |
| Hoonuit Inc | Little Falls | MN | 09/2017 | 12/2017 |
| Teviot Creative | Edina | MN | 09/2015 | 09/2017 |
| Waterrock Financial | Chanhassen | MN | 03/2022 | 06/2022 |
| Xy Investment Solutions, Llc | Bloomington | MN | 01/2024 | 02/2024 |
| Hundred Financial Planning | Grand Rapids | MI | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-07-14 |
| S65 | Uniform Investment Adviser Law Examination | 2022-03-19 |
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