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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iron Ridge Exteriors | Billings | MT | 07/2010 | 05/2021 |
| Clayton Sweet | Billings | MT | 04/2017 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Voya Financial Advisors, Inc. | Billings | MT | 07/2017 | 06/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Sharp Financial Group | Boise | ID | 02/2025 | Present |
1. NAME OF ENTITY:TOMORROW COME FOUNDATION; No; 2643 COUNTRY LANE; BILLINGS; MT; 59106; NON-PROFIT ORGANIZATION; BOARD MEMBER; 7/1/2017; 3; 1; ATTEND MEETINGS AND VOTING MEMBER PROVIDE SPONSORSHIP FUNDING. 2. NAME OF ENTITY:SWEET RENTAL PROPERTIES; No; 2643 COUNTRY LANE; BILINGS; MT; 59106; RENTAL PROPERTIES; OWNER; 1/1/2008; 10; 5; MANAGE OPERATION OF RENTAL PROPERTIES. 3. NAME OF ENTITY:SHARP FINANCIAL; Yes; 1844 BROADWATER AVE STE 5; BILLING; MT; 59102; FINANCIAL SERVICES/DBA; REP ADMIN; 7/21/2017; 160; 100; OFFICE MANAGEMENT AND ASSIST ADVISOR 4. NAME OF ENTITY:BRIGHT LITTLE STARS; No; 27 CUSTER AVE & 2499 GABLE RD; BILINGS; MT; 59106; PRESCHOOL & DAYCARE; OWNER/MAINTEINANCE; 1/1/2006; 5; 5; PROVIDE MAINTEINANCE|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1844 BROADWATER AVE STE 5; BILLING; MT; 59102; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 7/21/2017; 160; 160; SALE OF FIXED INSURANCE PRODUCTS. 5. NAME OF ENTITY:Faith Chapel; No; 517 Shilo Rd; Billings; MT; 59106; Leading Mission trips locally and abroad.; Trip Leader; 6/1/2018; 5; 5; Organization and saftey of mission trips locally and abroad. 6. NAME OF OTHER BUSINESS: SHARP FINANCIAL GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 02/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 7. NAME OF OTHER BUSINESS: CLAYTON SWEET INVESTMENTS AND INSURANCE LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-26 |
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