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24 E. Main Street, Bozeman, MT 59715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-11-13 |
Branch Locations
213 1St Street West Suite 2, Polson, MT 59860 • United States
24 E. Main Street, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pure Air Solutions | Missoula | MT | 09/2017 | 01/2024 |
| Stonefly Financial | Ronan | MT | 02/2023 | 01/2024 |
| Damage Control | Missoula | MT | 05/2015 | 09/2017 |
| Cetera Advisor Networks Llc | El Segundo | CA | 03/2024 | 07/2024 |
| Cetera Advisor Networks Llc | El Segundo | CA | 02/2023 | 03/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2024 | 07/2024 |
| Intrepid Financial Services Llc | Ronan | MT | 07/2024 | Present |
| Horizon Business Solutions Llc | Ronan | MT | 10/2024 | Present |
| Xypn Invest | Bozeman | MT | 11/2025 | Present |
| Intrepid Solutions Llc | Polson | MT | 11/2025 | Present |
1. NAME OF OTHER BUSINESS: MISSION MOUNTAIN COUNTRY CLUB HOA; INVESTMENT RELATED: NO; ADDRESS: RONAN, MT 59864; NATURE OF BUSINESS: HOA; START DATE: 04/2023; POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: HELPING HOA MEMBERS WITH ANY CONCERNS THEY HAVE ABOUT THE NEIGHBORHOOD AND RUNNING OUR MEETINGS DURING THE YEAR; 2. NAME OF OTHER BUSINESS: ARROWHEAD ASSETS; INVESTMENT RELATED: NO; ADDRESS: RONAN, MT 59864; NATURE OF BUSINESS: BUYING AND SELL RENTAL PROPERTIES; START DATE: 02/2023; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: BUYING RENTAL PROPERTIES. 3. NAME OF OTHER BUSINESS: HOMETOWN PROPERTIES; INVESTMENT RELATED: NO; ADDRESS: RONAN, MT 59864; NATURE OF BUSINESS: BUYING AND SELL RENTAL PROPERTIES; START DATE: 02/2023; POSITION/TITLE/RELATIONSHIP: MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: BUYING RENTAL PROPERTIES. 4. NAME OF OTHER BUSINESS: HORIZON BUSINESS SOLUTIONS, LLC INVESTMENT RELATED: NO; ADDRESS: RONAN, MT 59864; NATURE OF BUSINESS: BUSINESS COACHING AND CONSULTING START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: OWNER/BUSINESS CONSULTANT; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: REVIEWS BUSINESS PLANS. 5. NAME OF OTHER BUSINESS: INTREPID SOLUTIONS TAX AND BOOKKEEPING LLC INVESTMENT RELATED: NO; ADDRESS: RONAN, MT 59864; NATURE OF BUSINESS: TAX PREPARATION AND BOOKKEEPING START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER MONTH: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION AND BOOKKEEPING 6. NAME OF OTHER BUSINESS: INTREPID SOLUTIONS BUSINESS SERVICES, LLC INVESTMENT RELATED: NO; ADDRESS: RONAN, MT 59864; NATURE OF BUSINESS: BUSINESS CONSULTING START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: REVIEWS BUSINESS PLANS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-09 |
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