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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-08-31 |
| SD | RA | APPROVED | 2026-08-13 |
| CA | RA | APPROVED | 2026-05-21 |
| FL | RA | APPROVED | 2025-09-05 |
| CO | RA | APPROVED | 2025-09-04 |
| KS | RA | APPROVED | 2025-09-04 |
| MO | RA | APPROVED | 2025-09-04 |
| MT | RA | APPROVED | 2025-09-04 |
Branch Locations
1014 South Ave. W. Suite A, Missoula, MT 59801 • United States
Belton, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barby Minnick And Associates | Bozeman | MT | 08/2017 | 07/2021 |
| Guardian Life Ins Co | Belton | MO | 07/2021 | Present |
| Park Avenue Securities | Belton | MO | 02/2025 | Present |
| Selectquote | Leawood | KS | 12/2015 | 08/2017 |
1) 904 Jeanette Pl #2, I own a condo in Belgrade, MT that I currently rent out for long term renters. This was previously my personal residence, Start Date: 09/01/2024, Address: 904 Jeanette Pl#2Belgrade, MT 59714, 1 total hour per month; 0 during securities trading hours, Investment related, >10% annual compensation. 2) Crest View Condo owner association, Start Date: 01/02/2022, Address: 904 Jeanette Pl Belgrade, MT 59714, 2 total hours per month; 0 during securities trading hours, Investment related, No annual compensation, 3) Ash Brokerage-Insurance other than Guardian, Start Date: 09/15/2025, Address: 888 S. Harrison St., Suite 900 Fort Wayne, IN 46802, 0 total hours per month; Investment related, <10% annual compensation, 4) Cass Community health Foundation-Board member, Nature of Business: charity provides dental care to under privileged children, Start date: 05/15/2026, Address: 2316 E. Meyer Blvd. Kansas City, Missouri 6413, Duties: help give public exposure to the charity, 1 total hours per month; 1 during securities trading hours, Not investment related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-15 |
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