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3409 Transtech Way Suite A, Billings, MT 59102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-07-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Eide Bailly Llp | Billings | MT | 01/2011 | 10/2019 |
| Bitterroot Capital Advisors Llc | Bozeman | MT | 10/2019 | 06/2024 |
| Stockman Wealth Management | Billings | MT | 07/2024 | 07/2026 |
| Allied Investment Advisors Llc | Billings | MT | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-10 |
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