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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2018 | 07/2023 |
| Us Bank | Bozeman | MT | 07/2007 | 01/2018 |
| Schmidt Property Management | Bozeman | MT | 04/2009 | 12/2018 |
| Principal Life Insurance Company | Bozeman | MT | 07/2024 | 11/2025 |
| Principal Securities, Inc. | Bozeman | MT | 06/2024 | 11/2025 |
| Unemployed | Bozeman | MT | 07/2023 | 05/2024 |
| Jpmorgan Chase Bank, N.A. | Bozeman | MT | 11/2025 | Present |
| J.P. Morgan Securities Llc | Bozeman | MT | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-20 |
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