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Rose Mary Zealand

Golden Thread Collaborative, LLC

Helena, MT

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Current Employers
Golden Thread Collaborative, Llc

Helena, MT • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-03-06
MT RA APPROVED 2026-01-22
  • CO RA
    APPROVED
    Since 2026-03-06
  • MT RA
    APPROVED
    Since 2026-01-22

Branch Locations

Helena, MT • 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
Edward Jones St Louis MO 11/2016 05/2022
Unemployed Gunnison CO 10/2016 11/2016
Rick Nelson Agency, American Family Insurance Gunnison CO 02/2016 10/2016
Maia Wealth Denver CO 08/2023 05/2024
Kahler Financial Group, Inc. Rapid City SD 05/2024 05/2025
Golden Thread Collaborative, Llc Helena MT 07/2025 Present
Unemployed Gunnison CO 05/2022 06/2023
  • 11/2016 → 05/2022
    Edward Jones
    St Louis, MO
  • 10/2016 → 11/2016
    Unemployed
    Gunnison, CO
  • 02/2016 → 10/2016
    Rick Nelson Agency, American Family Insurance
    Gunnison, CO
  • 08/2023 → 05/2024
    Maia Wealth
    Denver, CO
  • 05/2024 → 05/2025
    Kahler Financial Group, Inc.
    Rapid City, SD
  • 07/2025 → Present
    Golden Thread Collaborative, Llc
    Helena, MT
  • 05/2022 → 06/2023
    Unemployed
    Gunnison, CO
Previous Registrations
  • 2024-06-06 → 2025-06-09
    Kahler Financial Group, Inc.
    Rapid City, SD
  • 2023-08-18 → 2024-06-04
    Maia Wealth
    Helena, MT
    Denver, CO
  • 2017-03-24 → 2022-05-24
    Edward Jones
    Gunnison, CO
    Gunnison, CO
    Gunnison, CO
    St Louis, MO
    Gunnison, CO
Other Businesses

Rose Zealand works as an end of life Doula in conjunction with her work as a financial planner.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-17
  • S66 Uniform Combined State Law Examination
    2017-01-17
Designations
Other Names
  • Rose Mary Peterson
  • Rose M Tocke
  • Rose Mary Tocke
  • Rose Tocke

View on SEC IAPD

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