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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-09 |
| SC | RA | APPROVED | 2021-11-29 |
Branch Locations
1812 N Lakewood Drive Suite 200, Coeur D'ALene, ID 83814 • United States
75 Port City Landing Suite 110 & 200, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Mount Pleasant | SC | 01/2016 | 12/2019 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 12/2019 | 11/2020 |
| Suntrust Bank | Atlanta | GA | 12/2019 | 11/2020 |
| Suntrust Advisory Services Inc | Atlanta | GA | 11/2020 | 02/2021 |
| Truist Investment Services, Inc. | Mt. Pleasant | SC | 02/2021 | 11/2021 |
| D.A. Davidson & Co. | Mt Pleasant | SC | 11/2021 | Present |
PWS, LLC POSITION: President NATURE: ATF Licensed Firearms Manufacturer/Machine Shop INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/14/2014 ADDRESS: 1042 Loyalist Lane, Mount Pleasant SC 29464 DESCRIPTION: Owner of company (Family Owned Business)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-04 |
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