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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-09-07 |
| MT | RA | APPROVED | 2009-07-13 |
Branch Locations
1450 Twin Lakes Avenue Suite 202, Bozeman, MT 59718 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Bozeman | MT | 07/2009 | Present |
MENDENAHLL PROP. INVESTMENT RELATED, BOZEMAN MT, RENTAL, OWNERS, 4/04 START DATE,2 HOURS PER MONTH 0 DURING MKT | 19TH CAPITAL GROUP LLC, INVESTMENT RELATED, RESIDENTIAL RENTAL ,BOZEMAN MT, 2 HOURS PER MONTH, START 11/91. | RENTAL PROPERTY; INV RELATED; BOZEMAN, MT; RESIDENTIAL; 100% OWNERSHIP; START 5/15/2016; 2 HOURS PER MONTH, 0 DURING TRADING; LANDLORD. - | RENTAL PROPERTY, INV RELATED, BOZEMAN, MT, 100% OWNED, START: 5/1/2018, 2 HOURS PER MONTH/0 DURING TRADING, DUTIES: LANDLORD. | UNIVERSITY CROSSING,LLC; INVESTMENT RELATED; BOZEMAN,MT; 25% OWNERSHIP; START DATE 05/09/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; VACANT LOT FOR FUTURE BUSINESS. | RENTAL PROPERTY; INVESTMENT RELATED; BOZEMAN,MT; 100% OWNERSHIP; START DATE 08/05/2020; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. | CANNERY CORNER LLP; NOT INV. RELATED; BOZEMAN,MT; 50% OWNERSHIP; START DATE 08/01/2022; NUMBER OF HOURS PER MONTH 160; NUMBER OF HOURS DURING TRADING 160; HOLDS OFFICE SPACE FOR FINET PRACTICE. | MARILYN SCHRADER; NOT INVESTMENT RELATED; BOZEMAN, MT; SPOUSE BENEFICIARY; START DATE 12/01/2024; NUMBER OF HOURS PER MONTH 1; NO TIME DEVOTED DURING TRADING HOURS; NO DUTIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-17 |
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