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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2025-09-05 |
Branch Locations
2419 Mullan Road Suite B, Missoula, MT 59808 • United States
35 Three Mile Dr. Ste 101, Kalispell, MT 59901 • United States
3060 Cabernet Dr Ste 2, Helena, MT 59601 • United States
501 Park Drive South, Great Falls, MT 59403 • United States
307 Spokane Avenue Ste. 200, Whitefish, MT 59937 • United States
3390 Asbury Road, Dubuque, IA 52002-2801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-05-06 |
| TX | RA | APPROVED | 2024-05-06 |
Branch Locations
3060 Cabernet Dr Ste 2, Helena, MT 59601 • United States
2419 Mulan Road Suite B, Missoula, MT 59808 • United States
35 Three Mile Dr. Suite 101, Kalispell, MT 59901 • United States
307 Spokane Ave Ste. 200, Whitefish, MT 59937 • United States
3390 Asbury Road, Dubuque, IA 52002-2801 • United States
501 Park Drive South, Great Falls, MT 59403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jccs | Missoula | MT | 07/2006 | 09/2018 |
| 1St Global Capital Corp. | Missoula | MT | 08/2006 | 10/2019 |
| Avantax Insurance Services | Missoula | MT | 06/2007 | 09/2025 |
| 1St Global Advisors, Inc. | Missoula | MT | 08/2009 | 10/2019 |
| Avantax Advisory Services | Missoula | MT | 10/2019 | 09/2025 |
| Avantax Investment Services, Inc. | Missoula | MT | 10/2019 | 09/2025 |
| Legacy Wealth Management Llc | Missoula | MT | 10/2018 | Present |
| Avantax Planning Partners, Inc. | Missoula | MT | 04/2024 | Present |
| Lovis Llc | Missoula | MT | 09/2018 | Present |
| Cetera Wealth Services, Llc | Great Falls | MT | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) FIXED INSURANCE-VARIOUS CARRIERS; POSITION: AGENT NATURE: INSURANCE INVESTMENT RELATED: Yes NUMBER OF HOURS: 22 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2008 ADDRESS: Missoula MT , US; Insurance sales. 2) GROUP INSURANCE-SALES; Agent: Various lines of group insurance offered through Insurance companies that provide Group Life and Disability Insurance to employers INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2007; 2419 Mullan RD STE B, Missoula MT 59808, US; I sell and service group Life and Disability insurance to employer groups. 3) LEGACY WEALTH MANAGEMENT LLC POSITION: Owner/President NATURE: We are in the process of purchasing JCCS wealth Advisors. We have been working through this with 1st Global for several months. Ownership will change to Mark Lopez @ 60%and Dallas Lopez @ 40%We are both Employees of the company. We file a W-2 and Schedule C for income. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 130 START DATE: 10/01/2018 ADDRESS: 2419 Mullan Road, suite B, Missoula MT 59808-5800, United States DESCRIPTION: I will be a full time FA with some administrative duties that are associated with owning a wealth Management company 4)LOVIS LLC; Owner; I own a rental property that has already been disclosed. The address is 4207 Deveraux Pl B Missoula, Mt. 59808. I recently updated my Estate plan and decided to place this property in an LLC as recommended by my attorney. I receive passive rental income and I am the only owner of the property.; NIR; 1; 09/13/2018; 7225 Buckhorn Lane (my primary residence) Missoula MT 59808; I am the owner of this rental property. I receive some passive income and I am responsible for maintaining the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-06 |
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