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Lewistown, MT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2018-01-12 |
Branch Locations
201 South Wallace Avenue Suite B3F, Bozeman, MT 59715 • United States
201 South Wallace Avenue Suite B3F, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2016-12-22 |
Branch Locations
201 S. Wallace Ave. Suite B3F, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wildland Trekking Company | Bozeman | MT | 05/2015 | 09/2016 |
| Northfork Financial Llc | Bozeman | MT | 06/2016 | 10/2016 |
| Northfork Financial Llc | Bozeman | MT | 10/2016 | 12/2016 |
| Northfork Financial Llc | Bozeman | MT | 12/2016 | Present |
| Homestake Venture Partners Llc | Bozeman | MT | 07/2017 | 01/2018 |
| Homestake Venture Partners Llc | Bozeman | MT | 01/2018 | Present |
I am currently employed as an investment adviser representative with Northfork Financial LLC (Northfork) and HomeStake Venture Partners LLC (HomeStake). Northfork and HomeStake are both registered investment advisers located in Bozeman, MT (at the same physical location). I began working with Northfork in June 2016 and HomeStake in 2017. In 2022 I became a Partner and Advisor for NorthFork. I devote ~ 156 hours per month (during trading and non-trading hours) to my Northfork duties which include managing our client's investment portfolios and talking with clients about their investments. I devote ~ 4 hours per month (during trading and non-trading hours) to my HomeStake duties which include managing ongoing portfolio investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-12-21 |
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