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Glacierwealth CRD 116372
$41.5M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
643 Denver St Ste 100, Whitefish, MT 59937 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-04-22 |
| MT | RA | APPROVED | 2015-08-04 |
| OR | RA | APPROVED | 2004-11-08 |
| ID | RA | APPROVED | 2004-09-23 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glacierwealth, Inc. | Boise | ID | 08/2004 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-06 |
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