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664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2017-08-18 |
Branch Locations
664 S Rivershore Lane Ste 150, Eagle, ID 83616 • United States
664 S Rivershore Lane Suite 150, Eagle, ID 83616 • USA
Florence, MT • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Independent Securities Group | Eagle | ID | 07/2017 | Present |
| Treasure State Retirement Planning | Missoula | MT | 04/2016 | Present |
Treasure State Retirement Planning-Sole Proprietorship. 419 Tie Chute Lane Florence, MT 59833. DBA for insurance and securities sales. Independent Insurance Agent. Owner. Both investment and non investment related. 60 hrs/week. 8 hrs during trading hours. Start 9-6-2017
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-08 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-07 |
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