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2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-03-27 |
Branch Locations
12 Avanta Way, Suite 1, Billings, MT 59102 • United States
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yellowstone Christian College | Billings | MT | 01/2012 | 04/2022 |
| Drange Apriaries | Laurel | MT | 07/2019 | 06/2020 |
| Wealthvest | Bozeman | MT | 06/2021 | 10/2023 |
| The Leaders Group Inc | Littleton | CO | 02/2022 | 10/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Billings | MT | 10/2023 | 12/2024 |
| Jr Lcc | Billings | MT | 05/2017 | 05/2021 |
| Bank Of America N.A. | Billings | MT | 12/2023 | 12/2024 |
| Commonwealth Financial Network | Billings | MT | 12/2024 | 03/2026 |
| Strategic Retirement Plans | Billings | MT | 12/2024 | 03/2026 |
| Merit Financial Advisors | Alpharetta | GA | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-31 |
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