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6442 Highway 93 South, Whitefish, MT 59937 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-07-16 |
Branch Locations
6442 Highway 93 South, Whitefish, MT 59937 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Connections Academy | Gresham | OR | 01/2016 | 06/2020 |
| Home School | Kalispell | MT | 09/2020 | 06/2025 |
| Army Navy | Kalispell | MT | 09/2023 | 02/2024 |
| Hoopers Garden Center | Kalispell | MT | 04/2023 | 09/2024 |
| Les Schwab | Kalispell | MT | 10/2024 | 06/2025 |
| Four Seasons Landscaping | Whitefish | MT | 06/2025 | 10/2025 |
| 12 Oz Collective | Columbia Falls | MT | 10/2025 | 12/2025 |
| Flathead Valley Community College | Kalispell | MT | 09/2024 | 06/2026 |
| Piedmont Capital Management, Llc | Whitefish | MT | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-07-15 |
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