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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2022-07-14 |
Branch Locations
741 S Higgins Ave. Suite B, Missoula, MT 59801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Missoula | MT | 05/2022 | Present |
| Logan Health | Kalispell | MT | 07/2016 | 03/2022 |
| University Of Montana | Missoula | MT | 08/2010 | 12/2016 |
1) Missoula Art Museum | Investment Related:No|Nonprofit Charitable Organizations|Treasurer|6/24/2025|Less than 20|0|Provide guidance and oversight on the organization's financial affairs, which would primarily consist of oversight of the budget, financial reporting and financial processes. I would not have any signing authority on the investment accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-13 |
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