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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yellowstone Bank | Billings | MT | 02/2019 | 09/2024 |
| Stockman Bank | Billings | MT | 10/2018 | 02/2019 |
| Lawn Ranger | Billings | MT | 05/2018 | 10/2018 |
| Montana State University | Bozeman | MT | 08/2012 | 05/2018 |
| Black Bull Golf Course | Bozeman | MT | 05/2014 | 11/2017 |
| Thrivent Investment Management Inc. | Billings | MT | 08/2024 | Present |
| Thrivent Financial | Appleton | WI | 11/2024 | 02/2025 |
| Thrivent Financial | Appleton | WI | 02/2025 | Present |
HABITAT FOR HUMANITY MID YELLOWSTONE VALLEY POSITION: Board Member NATURE: Habitat for Humanity is a non-profit organization that builds housing for low income families in need of safe affordable housing in our community. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 1 START DATE: 03/11/2025 ADDRESS: 685 King Park Dr., Billings MT 59102, United States DESCRIPTION: Board member responsibilities include attending board meetings, voting on various actions of the organization, being involved in various committees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-09 |
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