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LK

Lina Kurkowski

BIG SKY TREASURY SERVICES
LIVINGSTON, MT 59047
Some features on this profile are disabled
CRD#: 6427851
LK

Professional summary

Lina Kurkowski, who also goes by Lina Maria Carvajal Quintero, is a registered financial professional currently at BIG SKY TREASURY SERVICES located in Livingston, Montana.

Lina is registered as a RR (Registered Representative) and started their career in finance in 2017. Lina has worked at 19 firms and has passed the SIE, Series 99TO and Series 27 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Lina Maria Carvajal Quintero

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Lina Kurkowski's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

December 3, 2025 - Present

BIG SKY TREASURY SERVICES

Office #1: 88 Pool Creek Road, Livingston, MT 59047
BD
CRD#: 335519
LIVINGSTON, MT
Past

January 29, 2018 - November 14, 2019

SMEAD FUNDS DISTRIBUTORS, LLC

BD
CRD#: 173734
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

STERLING CAPITAL DISTRIBUTORS, LLC

BD
CRD#: 103934
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

FORESIDE DISTRIBUTION SOLUTIONS, LLC

BD
CRD#: 118787
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

ORBIS INVESTMENTS (U.S.), LLC

BD
CRD#: 172663
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

NORTHERN FUNDS DISTRIBUTORS, LLC

BD
CRD#: 45943
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

MGI FUNDS DISTRIBUTORS, LLC

BD
CRD#: 35682
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

IMST DISTRIBUTORS, LLC

BD
CRD#: 130745
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

FUNDS DISTRIBUTOR, LLC

BD
CRD#: 7174
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

FORESIDE INVESTMENT SERVICES, LLC

BD
CRD#: 30016
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

FORESIDE GLOBAL SERVICES, LLC

BD
CRD#: 147382
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

FORESIDE FUNDS DISTRIBUTORS LLC

BD
CRD#: 31334
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

FORESIDE FINANCIAL SERVICES, LLC

BD
CRD#: 148477
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

FORESIDE DISTRIBUTION SERVICES, L.P.

BD
CRD#: 15634
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

FORESIDE ASSOCIATES, LLC

BD
CRD#: 13494
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

FAIRHOLME DISTRIBUTORS, LLC

BD
CRD#: 150987
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

COMPASS DISTRIBUTORS, LLC

BD
CRD#: 172662
PORTLAND, ME
Past

January 29, 2018 - November 14, 2019

BD COMPLIANCE SOLUTIONS, LLC

BD
CRD#: 30188
PORTLAND, ME
Past

June 8, 2017 - March 28, 2023

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
PORTLAND, ME

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 1/2/2023
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
Principal/Supervisory Exam
RR
Series 27
Date: 6/8/2017
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BS
BIG SKY TREASURY SERVICES
BIG SKY TREASURY SERVICES | NONE | BIG SKY TREASURY SERVICES, LLC

CRD#: 335519 / SEC#: , 8-71351

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
88 Pool Creek Road, Livingston, MT 59047
Mailing Address
88 Pool Creek Road, Livingston, MT 59047
Phone number
(301) 520-7549
Established
Delaware since 01/01/2025
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BIG SKY ASSOCIATES, LLCOWNER
BERTHY, RICHARD JOHNCEO1341368
DOLAN, ERIK JCCO3161467
KURKOWSKI, LINAFINOP6427851

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BIG SKY TREASURY SERVICES

CRD#: 335519Livingston, MT 59047

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