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Billings, MT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2020-11-05 |
| MT | RA | APPROVED | 2018-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cafe Courier | Bozeman | MT | 10/2016 | 12/2018 |
| Independent Insurance Producer | Bozeman | MT | 04/2017 | 02/2018 |
| Extended Travel | N/A | 09/2016 | 10/2016 | |
| Bensley Sheet Metal | Bozeman | MT | 10/2014 | 09/2016 |
| First Student | Bozeman | MT | 01/2019 | 08/2019 |
| Stafford, Mason Troy D/B/A Stafford Financial | Bozeman | MT | 03/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-09 |
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