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33 Nassau Ave, Brooklyn, NY 11222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-07-02 |
| NY | RA | APPROVED | 2024-07-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stewart & Associates, Pllc | Missoula | MT | 10/2019 | 06/2024 |
| Trade Risk Guarantee | Bozeman | MT | 05/2019 | 10/2019 |
| Shore To Summit Wealth Management | Bozeman | MT | 03/2018 | 05/2019 |
| Western Area Power Administration | Fort Peck | MT | 06/2017 | 08/2017 |
| Ressler Motors | Bozeman | MT | 11/2016 | 12/2016 |
| Mattress Firm | Bozeman | MT | 11/2016 | 12/2016 |
| Reds Baseball Organization | Glasgow | MT | 06/2017 | 08/2017 |
| Montana State University | Bozeman | MT | 09/2015 | 06/2019 |
| Brooklyn Fi | Glasgow | MT | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-09 |
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