Best Investors
Account
Sign in
Best Investors
Account
Sign in
3409 Transtech Way Suite A, Billings, MT 59102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2022-10-13 |
Branch Locations
3409 Transtech Way Suite A, Billings, MT 59102 • United States
3409 Transtech Way Suite A, Billings, MT 59102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allied Investment Advisors Llc | Billings | MT | 08/2022 | Present |
| Stockman Bank | Billings | MT | 05/2021 | 08/2022 |
| St Vincent Healthcare Foundation | Billings | MT | 03/2019 | 05/2021 |
| Yellowstone Bank | Billings | MT | 01/1998 | 03/2019 |
Montana State University Billings Foundation, 3-1-2023, Chair of the investment committee, non-investment related, no compensation. Yellowstone Boys & Girls Ranch Foundation, 9-2-2024, Chair of the investment committee, non-investment related, no compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-13 |
Reach out to this advisor