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2700 King Ave. W, Billings, MT 59102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| City Of Glasgow Recreation Department | Glasgow | MT | 05/2018 | 08/2018 |
| City Of Glasgow Recreation Department | Glasgow | MT | 05/2019 | 08/2019 |
| Stockman Wealth Management | Helena | MT | 06/2024 | 04/2026 |
| Vandalia Ranch | Vandalia | MT | 05/2019 | 08/2022 |
| Montana State University | Bozeman | MT | 08/2020 | 05/2024 |
| Stockman Bank | Billings | MT | 05/2022 | 08/2022 |
| Stockman Bank | Billings | MT | 05/2023 | 08/2023 |
| Stockman Bank | Bozeman | MT | 09/2023 | 05/2024 |
| Hinsdale School | Hinsdale | MT | 08/2009 | 05/2020 |
| Stockman Wealth Management | Helena | MT | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-08 |
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