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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-20 |
| MT | RA | APPROVED | 2024-11-19 |
Branch Locations
401 North 31St Street Suite 900, Billings, MT 59103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus | Billings | MN | 01/2018 | 09/2021 |
| First Interstate Bank | Billings | MN | 02/2016 | 01/2018 |
| Lpl Financial Llc | Billings | MT | 09/2021 | 10/2024 |
| Morgan Stanley | Billings | MT | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-07 |
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