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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-26 |
| MT | RA | APPROVED | 2020-05-07 |
Branch Locations
21 3Rd St North Suite 5C, Great Falls, MT 59401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Austin | TX | 01/2018 | 11/2019 |
| Ecolab Nalco | Williston | ND | 06/2015 | 07/2017 |
| Unemployed | Great Falls | MT | 07/2017 | 01/2018 |
| Central District Brewing | Austin | TX | 02/2020 | 03/2020 |
| La Fitness | Austin | TX | 02/2020 | 03/2020 |
| Unemployed | Austin | TX | 11/2019 | 02/2020 |
| Commonwealth Financial Network | Waltham | MA | 05/2019 | 06/2021 |
| Commonwealth Financial Network | San Diego | CA | 06/2021 | Present |
| Guide Star Financial, Inc | Great Falls | MT | 06/2021 | Present |
1. Owner, Treasure State Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 02/01/2023; 0% time spent during business hours; Conducted at branch; Investment related. 2. Owner, 406 PM & VC, LLC; Fencing, ranch work, and varmint control, Located in Great Falls, MT, as of 01/22/2024; 0% time spent during business hours; Not conducted at branch location; Not investment related. 3. Fixed insurance sales; as of 3/06/2024; 2% time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-12 |
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