Best Investors Account Sign in
Inactive

Brenda Molen Davis

Montana Investment Advisors Inc

Bozeman, MT

CRD 713779

Claim This Profile
Employer firm

Montana Investment Advisors Inc CRD 106377

$48.7M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Montana Investment Advisors Inc

Bozeman, MT • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2014-04-15
MT RA APPROVED 2003-02-25
  • CO RA
    APPROVED
    Since 2014-04-15
  • MT RA
    APPROVED
    Since 2003-02-25

Branch Locations

401 East Main Street #416, Bozeman, MT 59715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Montana Investment Advisors Bozeman MT 01/1992 Present
  • 01/1992 → Present
    Montana Investment Advisors
    Bozeman, MT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-01-16
S63 Uniform Securities Agent State Law Examination 1980-08-25
  • S65 Uniform Investment Adviser Law Examination
    1992-01-16
  • S63 Uniform Securities Agent State Law Examination
    1980-08-25
Other Names
  • Brenda M Davis
  • Brenda J Molendavis
  • Brenda J Molen
  • Brenda J Davis
  • Brenda J Davis

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
VALUE PARTNERS LLC
VALIC FINANCIAL ADVISORS, INC.

Nearby Investors

TYSON HALE HUNTER
KEITH ALAN POCH
CLINTON AUGUSTINE LEGEYT

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · BOZEMAN, MT
VALUE PARTNERS LLC · BOZEMAN, MT
VALIC FINANCIAL ADVISORS, INC. · BOZEMAN, MT

More in Bozeman, MT

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor