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812 14Th Street N, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Bozeman | MT | 02/2012 | 12/2016 |
| Self Employed | Bozeman | MT | 12/2016 | 02/2017 |
| Self Employed | Bozeman | MT | 02/2017 | 05/2017 |
| Lionheart Caregiving | Bozeman | MT | 05/2017 | 03/2019 |
| Unemployed | Bozeman | MT | 03/2019 | 10/2019 |
| Trade Risk Guaranty | Bozeman | MT | 10/2019 | 06/2021 |
| Unemployed | Bozeman | MT | 06/2021 | 07/2021 |
| Big Sky Insurance | Bozeman | MT | 07/2021 | 10/2021 |
| Unemployed | Bozeman | MT | 10/2021 | 10/2021 |
| Wealthvest | Bozeman | MT | 10/2021 | 02/2024 |
| The Leaders Group Inc | Littleton | CO | 03/2022 | 01/2024 |
| World Equity Group, Inc. | Bozeman | MT | 01/2024 | 02/2024 |
| Big Sky Wealth Advisors, Llc | Great Falls | MT | 07/2024 | Present |
| Unemployed | Bozeman | MT | 03/2024 | 06/2024 |
1. ASH BROKERAGE; INVESTMENT RELATED; 888 S. HARRISON ST., STE 900 FORT WAYNE, IN 46802; START DATE: JULY 2024; INSURANCE AGENT; HEALTH AND LIFE INSURANCE; LESS THAN 5 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-23 |
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