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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-09-25 |
| NE | RA | APPROVED | 2017-01-19 |
Branch Locations
450 Regency Parkway Suite 400, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc | Culpeper | VA | 01/2013 | 01/2017 |
| D.A. Davidson & Co. | Culpepper | VA | 01/2017 | 05/2017 |
| D.A. Davidson & Co. | Omaha | NE | 05/2017 | Present |
BENJAMIN H. RYAN FOUNDATION; INVESTMENT RELATED; OMAHA, NE; NON-PROFIT; BOARD MEMBER; START 11/6/23; .25 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; BOARD MEMBER OF A PRIVATE FOUNDATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-02 |
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