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2700 King Ave. W, Billings, MT 59102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-12-21 |
Branch Locations
405 W 1St Avenue, Plentywood, MT 59254 • United States
301 W. Holy Street., Sidney, MT 59270 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sidney Public Schools | Sidney | MT | 07/2013 | 06/2018 |
| Fairview Schools | Fairview | MT | 07/2012 | 11/2023 |
| Stockman Wealth Management | Sidney | MT | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-20 |
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