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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sharp Financial Services | Havre | MT | 01/2022 | Present |
| United States Navy | Pensacola | FL | 12/2019 | 12/2021 |
| United States Navy | San Antonio | TX | 11/2015 | 11/2019 |
| Navy Reserves | Billings | MT | 07/2022 | Present |
| Cetera Advisor Networks | El Segundo | CA | 03/2022 | 12/2022 |
| Cetera Wealth Services, Llc | El Segundo | CA | 12/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: NAVY RESERVES INVESTMENT RELATED: NO ADDRESS: 2917 GABEL ROAD BILLINGS, MT NATURE OF BUSINESS: MILITARY START DATE: 07/2022 POSITION/TITLE/RELATIONSHIP: PETTY OFFICER 2ND CLASS APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: CRYPTOLIGIC TECHNICIAN 2. NAME OF OTHER BUSINESS: SHARP FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2022 POSITION/TITLE/RELATIONSHIP: OFFICE ASSISTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: TAKE CALLS, SCHEDULE APPOINTMENTS, MANAGE FILES, PREPARE PAPERWORK. 3. NAME OF OTHER BUSINESS: HAVRE ASSEMBLY OF GOD; INVESTMENT RELATED: NO; ADDRESS: 901 9TH ST W, HAVRE, MO 59501; NATURE OF BUSINESS: BOARD; START DATE: 6/2026; POSITION/TITLE/RELATIONSHIP: FINANCE COMMITTEE; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REVIEW FINANCIAL AND ACCOUNTING REPORTS, AS WELL AS RENDER 3RD PARTY OPINION ON FINANCIAL ACTIVITIES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-13 |
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