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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-12-09
MT RA APPROVED 2022-12-06
  • TX RA
    APPROVED
    Since 2022-12-09
  • MT RA
    APPROVED
    Since 2022-12-06

Branch Locations

330 N Higgins Ave, Missoula, MT 59802 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
F&S Trucking Alva OK 06/2015 11/2017
Northwestern Mutual Tulsa OK 12/2017 07/2018
Oklahoma State University Stillwater OK 08/2015 06/2019
Guardian Life Insurance Co Of America Missoula MT 07/2019 03/2020
Park Avenue Securities, Llc Missoula MT 03/2020 09/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Missoula MT 09/2022 Present
First Security Bank Missoula MT 08/2021 09/2022
Westpac Wealth Partners Missoula MT 09/2019 08/2021
Bank Of America, N.A. Missoula MT 12/2022 Present
  • 06/2015 → 11/2017
    F&S Trucking
    Alva, OK
  • 12/2017 → 07/2018
    Northwestern Mutual
    Tulsa, OK
  • 08/2015 → 06/2019
    Oklahoma State University
    Stillwater, OK
  • 07/2019 → 03/2020
    Guardian Life Insurance Co Of America
    Missoula, MT
  • 03/2020 → 09/2022
    Missoula, MT
  • 09/2022 → Present
    Missoula, MT
  • 08/2021 → 09/2022
    First Security Bank
    Missoula, MT
  • 09/2019 → 08/2021
    Westpac Wealth Partners
    Missoula, MT
  • 12/2022 → Present
    Bank Of America, N.A.
    Missoula, MT
Previous Registrations
Other Businesses

Name of OBA: Missoula Young Professionals Steering Committee Board Member Start date:07/15/2020 Address: Missoula, MT 59802 Networking group for young professionals in Missoula 4 total hours per month, 0 during securities trading hours Not investment related No compensation Organize networking events at local businesses Name of OBA: Missoula Boxing Club - Non-Profit Not Investment Related Address: Missoula, MT 59801 Boxing Club for at-risk youth Board Member November 2020 2 Hours a Month, 0 during securities trading hours I attend board meetings to discuss the club, and also try to fundraise while in the community I*: 2291272 Entity Type: Charitable Name of OBA: Missoula Area Chamber of Commerce Address: Missoula, Montana, 59802 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 4/16/2025 Number of Hours: 2 hrs mthly Number of Hours during trading: 1 hr mthly Duties: I will be serving as a Board member for the Chamber of Commerce. I will not be holding any Treasurer duties or anything like that. We have monthly board meetings the 3rd Wednesday at 7:30 AM. I will be supporting the Board in decision makings around Chamber processes and events.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-09
  • S66 Uniform Combined State Law Examination
    2021-03-09
Other Names
  • Ian Crowe

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