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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-09-16 |
Branch Locations
211 W Main St 1St & 2Nd Fls, Bozeman, MT 59715 • United States
101 S Capitol Blvd Ste 1210 [Wj/Wb/Wl/Ws-Rbo], Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sentinel High School | Missoula | MT | 08/2016 | 06/2017 |
| Puritan Community Cleaning Services | Missoula | MT | 06/2017 | 08/2017 |
| Sentinel High School | Missoula | MT | 08/2017 | 06/2018 |
| Splash Montana | Missoula | MT | 06/2018 | 08/2018 |
| Sentinel High School | Missoula | MT | 08/2018 | 06/2019 |
| Splash Montana | Missoula | MT | 06/2019 | 08/2019 |
| University Of Montana | Missoula | MT | 08/2019 | 05/2020 |
| Caras Nursery & Landscape | Missoula | MT | 05/2020 | 06/2020 |
| Guru Lawn & Landscape | Lolo | MT | 06/2020 | 08/2020 |
| University Of Montana | Missoula | MT | 08/2020 | 05/2021 |
| University Of Montana Operations & Finance Dept | Missoula | MT | 05/2021 | 05/2022 |
| University Of Montana | Missoula | MT | 08/2021 | 05/2022 |
| Opportunity Bank Of Montana | Missoula | MT | 05/2022 | 03/2023 |
| University Of Montana | Missoula | MT | 08/2022 | 12/2022 |
| Wealthvest | Bozeman | MT | 03/2023 | 07/2025 |
| The Leaders Group Inc | Littleton | CO | 07/2023 | 01/2024 |
| World Equity Group, Inc. | Bozeman | MT | 01/2024 | 07/2025 |
| Wells Fargo Clearing Services, Llc | Bozeman | MT | 07/2025 | Present |
| Wells Fargo Bank, Na | Bozeman | MT | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-28 |
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