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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-09-08 |
Branch Locations
Great Falls, MT • United States
101 River Drive North Suite 101, Great Falls, MT 59401-4200 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Humana | Great Falls | MT | 03/2022 | 08/2023 |
| Paynewest Insurance | Great Falls | MT | 04/2019 | 03/2022 |
| At&T | Great Falls | MT | 07/2014 | 01/2019 |
| Thrivent Investment Management Inc. | Great Falls | MT | 08/2023 | 06/2025 |
| Thrivent Financial | Appleton | WI | 10/2023 | 06/2024 |
| Thrivent Financial | Appleton | WI | 06/2024 | 06/2025 |
| Rbc Capital Markets, Llc | Great Falls | MT | 09/2025 | Present |
(1) NAME OF ENTITY: Friends In Fellowship Great Falls, INC. ADDRESS: 408 2nd Ave S. Great Falls Montana 59405 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE:23/04/2025 CAPACITY: Committee/Council Member, Board of Directors DUTIES: Friends in fellowship Great Falls, Inc (FIFGF) is a non-profit organization that exists to present Jesus Christ as Savior and Lord to business and professional people as well as Community, Church, Family, Military, Public Safety and Government leaders. We host the annual Mayor's Prayer Breakfast each year. Facilitate as part of a team through various tasks such as securing table sponsorships. Input at meetings. Develop strategy. Board of 13 total people. Working committee. Specialize in website upkeep. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-01 |
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