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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-10-20 |
Branch Locations
201 3Rd Ave West, Kalispell, MT 59901 • United States
One National Life Drive, Montpelier, VT 05604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equity Services, Inc. | Montpelier | VT | 01/2024 | 05/2025 |
| Flathead City-County Health Department | Kalispell | MT | 10/2020 | 04/2022 |
| Backcountry Cafe | Gunnison | CO | 10/2018 | 10/2020 |
| Student At Western Colorado University | Gunnison | CO | 08/2018 | 05/2020 |
| Student At Suny Albany | Albany | NY | 08/2015 | 05/2018 |
| Mountain Peak Wealth Solutions | Kalispell | MT | 04/2022 | Present |
| Equity Services, Inc. | Montpelier | VT | 10/2025 | Present |
*MOUNTAIN PEAK WEALTH SOLUTIONS. 201 3RD AVE WEST, KALISPELL MT. JAN 2024. INV REL. LIFE AND FIXED ANNUITY SALES. ASSOCIATE. PROSPECTING, MEETING WITH CLIENTS, AND SELLING INS PRODUCTS. DURING TRADE HRS. *TRUE PATH FINANCIAL PARTNERS. 201 3RD AVE WEST, KALISPELL MT. INV REL. MAY 2026. DBA MARKETING NAME. AGENT. NAME FOR WEBSITE, LISTED AS A TEAM MEMBER. DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-22 |
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