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Missoula, MT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Evergreen Summit Advisors, Llc | Missoula | MT | 06/2026 | Present |
| University Of Montana | Missoula | MT | 01/2019 | Present |
| Pepperdine University | Malibu | CA | 08/2017 | 07/2018 |
| Pepperdine University | Malibu | CA | 07/2007 | 08/2017 |
| Self Employed | Thousand Oaks | CA | 08/2018 | 12/2018 |
Name: University of Montana Investment-Related: No Address: 32 Campus Drive, Missoula, MT 59812 Start Date: 01/2019 Position/Title/Duties: Vice President for Operations and Finance # Hours/Month: 160 # Hours/Month During Trading Hours: 160
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