Best Investors
Account
Sign in
Best Investors
Account
Sign in
283 W. Front Street Suite 302, Missoula, MT 59802 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-08-12 |
Branch Locations
283 W Front Street Suite 302, Missoula, MT 59802 • United States
283 W. Front Street Suite 302, Missoula, MT 59802-4328 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-08-12 |
Branch Locations
283 W. Front Street Suite 302, Missoula, MT 59802-4328 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Missoula County Public Schools | Missoula | MT | 08/2010 | 08/2023 |
| Westpac Wealth Partners | Missoula | MT | 08/2023 | 11/2023 |
| Securities America, Inc. | Missoula | MT | 11/2023 | 06/2024 |
| Securities America Advisors | Missoula | MT | 11/2023 | 06/2024 |
| Osaic Wealth, Inc. | Missoula | MT | 06/2024 | Present |
| Osaic Wealth, Inc. | Missoula | MT | 06/2024 | Present |
1. HIGH SCHOOL BOYS BASKETBALL COACH POSITION: Basketball Coach NATURE: Coaching high school boys basketball at the varsity level. INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 01/09/2010 ADDRESS: 925 Gerald Ave, Missoula MT 59801 DESCRIPTION: Coach the varsity boys basketball team and oversee the 4 teams in the program (freshman, sophomore, junior varsity and varsity) 2. HAYS HOOP CAMP POSITION: Camp director/owner NATURE: Run a basketball camp for area youth INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 6 START DATE: 06/10/2011 ADDRESS: 2134 Collins, Missoula MT 59802 DESCRIPTION: Promote, organize, run basketball camp. Teach basketball fundamentals to kids.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-16 |
Reach out to this advisor