04 / Information desk

Business information

Separate company identity, professional authority and the terms of an actual engagement.

A registration number has a specific purpose.

The supplied Montana entity file number is D1198990, identified in its 2025 annual report. It is an identifier for checking a corporate record; it is not an EIN, a professional license or a securities registration number.

The 2025 Montana annual report identifies this company and entity file number. That corporate filing does not establish current professional registrations or regulatory approval.

Illustrative close-up of organized paper layers without text — AI-generated illustrative image.

Independent sources

Check the right record.

The following are official starting points. These links do not imply a matching record or affiliation.

01 / Entity identity

Montana Secretary of State

Compare the exact legal name and entity file number in the business record.

02 / Investment adviser records

SEC Investment Adviser Public Disclosure

Check the exact firm or person and read the actual registration and disclosure record.

03 / Broker records

FINRA BrokerCheck

Check the relevant broker or firm identity, current status and available disclosures.

04 / State context

Montana Commissioner of Securities and Insurance

Use the state regulator as a source for applicable securities registration questions.

Before any engagement

Confirm the actual activity.

Ask which entity would provide the proposed activity, which permissions apply, how compensation works, what conflicts may exist, and which written terms govern the relationship.

Form ADV or Form CRS links should correspond to a genuinely matched, applicable record. No such company-specific documents are presented here because applicability and identity remain unresolved.

Questions & answers

Understanding the records.

Practical information for the next step.

Is D1198990 a securities registration number?

No. It is the Montana entity file number identified in the company’s 2025 annual report. It is not a CRD, SEC, NMLS, EIN or professional license number.

Do official-source links mean the company has been approved?

No. The links are verification starting points. A link to a regulator is not evidence of company registration, membership, approval or permission to perform a particular activity.

Why are no company-specific Form ADV or CRS links shown?

An applicable exact-match record has not been established. Attaching a similarly named firm’s documents could misidentify the company and mislead visitors.