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2700 King Ave. W, Billings, MT 59102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-06-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Missoula Family Ymca | Missoula | MT | 03/2021 | 07/2022 |
| University Of Montana Golf Course | Missoula | MT | 04/2022 | 08/2022 |
| American Trucking And Transportation Insurance Company | Missoula | MT | 06/2023 | 08/2023 |
| Sg Long Financial | Missoula | MT | 05/2024 | 07/2024 |
| Sg Long Financial | Missoula | MT | 05/2025 | 07/2025 |
| Stockman Wealth Management | Missoula | MT | 06/2026 | Present |
| High School | Missoula | MT | 08/2018 | 05/2022 |
| Grade School | Missoula | MT | 06/2016 | 08/2018 |
| University Of Minnesota | Minneapolis | MN | 08/2022 | 05/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-05 |
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