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3312 Rosedale St Suite 201, Gig Harbor, WA 98335 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-04-01 |
| WA | RA | APPROVED | 2023-12-18 |
Branch Locations
Livingston, MT • United States
3312 Rosedale St Suite 201, Gig Harbor, WA 98335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lighthouse Wealth Strategies | Gig Harbor | WA | 11/2023 | Present |
| Montana Rib And Chophouse | Livingston | MT | 06/2016 | Present |
| Full Time Education | Bozeman | MT | 01/2013 | 06/2023 |
Bartender, Montana Rib and Chop House 30 hours a week during non-market hours, not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-18 |
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