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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Billings | MT | 03/2022 | 02/2025 |
| Billings Softball Association | Billings | MT | 05/2022 | 08/2022 |
| Unemployed | Billings | MT | 06/2020 | 03/2022 |
| Thryv Inc. | Billings | MT | 05/2019 | 06/2020 |
| Cabela's | Billings | MT | 10/2018 | 05/2019 |
| Montana State University Billings | Billings | MT | 08/2018 | 05/2019 |
| Unemployed | Billings | MT | 01/2018 | 08/2018 |
| Select Quote Insurance | Centennial | CO | 05/2017 | 01/2018 |
| Bighorn Resort | Billings | MT | 08/2015 | 02/2017 |
| Montana State University Billings | Billings | MT | 08/2015 | 06/2017 |
| First Interstate Bank | Billings | MT | 03/2022 | Present |
| Osaic Wealth, Inc. | Billings | MT | 02/2025 | Present |
1) 7/11/2023- First Interstate Bank- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-16 |
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