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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-06-14 |
Branch Locations
2404 Main St, Miles City, MT 59301 • United States
1707 Main St, Miles City, MT 59301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Miles City | MT | 04/2021 | 11/2023 |
| Avantax Advisory Services | Miles City | MT | 04/2021 | 11/2023 |
| Professional Financial Services Llc | Miles City | MT | 06/2017 | Present |
| Stockman Bank Of Montana | Miles City | MT | 01/2016 | 06/2017 |
| Securities America, Inc | Miles City | MT | 12/2023 | 06/2024 |
| Securities America Advisors | Miles City | MT | 12/2023 | 06/2024 |
| Osaic Wealth, Inc. | Miles City | MT | 06/2024 | Present |
| Osaic Wealth, Inc. | Miles City | MT | 06/2024 | Present |
THE BARK LLC POSITION: Partner NATURE: Animal Hospitality INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2022 ADDRESS: 1611 Gordon, Miles City MT 59301 DESCRIPTION: Walk dogs, feed dogs, and let them out while their owners are away PROFESSIONAL FINANCIAL SERVICES LLC POSITION: Manager NATURE: Tax and Accounting Practice INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 06/09/2017 ADDRESS: 1707 Main St, PO Box 1021, Miles City MT 59301 DESCRIPTION: Prepare and file yearly tax returns, Monthly bookkeeping, and payroll. THE GOAL POST LLC POSITION: Owner NATURE: Concessions for youth programs INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2021 ADDRESS: 1412 N Custer Ave, Miles City MT 59301 DESCRIPTION: I provide food concessions for youth sporting events from September to November in the evenings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-26 |
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