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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-08-12 |
| TX | RA | APPROVED | 2026-08-05 |
Branch Locations
1101 E Main St, Suite 301, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bunkhouse Brewery | Bozeman | MT | 05/2022 | 03/2024 |
| Bozeman Running Company | Bozeman | MT | 11/2023 | 03/2024 |
| Sitka Gear (Express Employment) | Bozeman | MT | 08/2023 | 11/2023 |
| Meateater, Inc | Bozeman | MT | 03/2023 | 07/2023 |
| Montana State University | Bozeman | MT | 08/2021 | 05/2023 |
| Bozeman Running Company | Bozeman | MT | 04/2018 | 05/2022 |
| Curated.COm | Remote | MT | 05/2020 | 12/2021 |
| Squirehouse Restaurant | Bozeman | MT | 02/2019 | 05/2020 |
| Feast Bistro | Bozeman | MT | 01/2018 | 03/2018 |
| Montana State University Food Services | Bozeman | MT | 01/2018 | 05/2018 |
| Excelsior Running Company | Excelsior/Apple Valley | MN | 03/2016 | 12/2017 |
| Evergreen Ranching | Johnson Siding | SD | 06/2015 | 11/2016 |
| Ausdal Financial Partners | Shorewood | MN | 02/2024 | 02/2025 |
| Ausdal Financial Partners | Shorewood | MN | 03/2025 | 07/2026 |
| D.A. Davidson & Co. | Bozeman | MT | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-02 |
| S65 | Uniform Investment Adviser Law Examination | 2025-03-19 |
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