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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-18 |
| MT | RA | APPROVED | 2025-07-29 |
Branch Locations
303 N Broadway Ste 800, Billings, MT 59101-1244 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stockman Wealth Management | Billings | MT | 08/2021 | 04/2024 |
| Stockman Bank | Billings | MT | 04/2015 | 08/2021 |
| Ameriprise Financial Services, Llc | Billings | MT | 04/2024 | Present |
Independent Insurance Brokering; Humana; 09/01/2024; Medicare Supplement / Cigna; 09/01/2024; Medicare Supplement / United Healthcare; 09/01/2024; Medicare Supplement / Wellcare; 09/01/2024; Medicare Supplement. Outside Employment; Kristy Damon Piano Studio; Owner; Education to students to build musical proficiency; 4407 Santa Rosa Ln, , Billings, MT, 59101; Not Investment-Related; 02/01/2019; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-22 |
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