Best Investors
Account
Sign in
Best Investors
Account
Sign in
Stratham, NH • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stockman Wealth Management | Billings | MT | 02/2017 | 03/2018 |
| Hanser's | Billings | MT | 09/2015 | 02/2017 |
| Stockman Wealth Management | Billings | MT | 03/2018 | 12/2019 |
| Stockman Wealth Management | Billings | MT | 12/2019 | 05/2021 |
| Stockman Wealth Management | Billings | MT | 05/2021 | 10/2021 |
| Stockman Wealth Management | Billings | MT | 10/2021 | 07/2023 |
| Wade Financial Advisory | Campbell | CA | 07/2023 | 03/2025 |
| Clark Asset Management, Llc | Stratham | NH | 03/2025 | Present |
1. Salvation Army; Not investment related; 100 Bountiful, Drive Kalispell, MT; Non Profit; Treasurer for Advisory Board; 2022; 3 hours a month; 1 may be during security hours; Volunteer. // 2. Code Girls United; Not investment related; 1203 US Hwy 2, Ste 31, Kalispell, MT, 59901; Goal is to get more girls into STEM, teach them business and technology skills for their future careers; Non Profit; Vice President of the Board of Directors; 2022; 2 - 4 hrs a month, none during security hours; Volunteer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-24 |
Reach out to this advisor