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Current Employers
Lighthouse Wealth Strategies, Llc

3312 Rosedale St Suite 201, Gig Harbor, WA 98335 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2025-04-01
WA RA APPROVED 2023-12-18
  • MT RA
    APPROVED
    Since 2025-04-01
  • WA RA
    APPROVED
    Since 2023-12-18

Branch Locations

Livingston, MT • United States

3312 Rosedale St Suite 201, Gig Harbor, WA 98335 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 11/2023 → Present
    Lighthouse Wealth Strategies
    Gig Harbor, WA
  • 06/2016 → Present
    Montana Rib And Chophouse
    Livingston, MT
  • 01/2013 → 06/2023
    Full Time Education
    Bozeman, MT
Other Businesses

Bartender, Montana Rib and Chop House 30 hours a week during non-market hours, not investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-18
  • S65 Uniform Investment Adviser Law Examination
    2023-12-18

View on SEC IAPD

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