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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-04 |
| MT | RA | APPROVED | 2019-03-25 |
Branch Locations
610 Boardwalk Avenue Suite 104, Bozeman, MT 59718 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Bozeman | MT | 09/2014 | 03/2019 |
| Charles Schwab & Co., Inc. | Bozeman | MT | 03/2019 | Present |
1) Fifth Generation LLC | Investment Related:No|Real Estate (Non-Agent/Broker)|Owner/Sole Member|8/1/2024|Less than 20|0|Renting and managing my personal residential real estate property 2) Gallatin SHV LLC |Investment Related:No|Entity established exclusively in connection with the rep's independent broker relationship with the firm for liability, protection and tax purposes|Owner|2018-08-10|HoursPerMonth:More than 40|HoursSpentduringSecurityTrading:8|Entity established exclusively in connection with the rep's independent broker relationship with the firm for liability, protection and tax purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-10 |
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