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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2019-05-22 |
| CO | RA | APPROVED | 2019-05-21 |
Branch Locations
1550 Market Street Suite 300, Denver, CO 80202 • United States
Jensen Beach, FL • United States
Littleton, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Lone Tree | CO | 11/2012 | 03/2019 |
| D.A. Davidson & Co. | Denver | CO | 03/2019 | Present |
(1) RENTAL PROPERTY; INVESTMENT-RELATED ACTIVITY; ENGLEWOOD, CO; REAL ESTATE; CO-OWNER; BEGINNING 03/2005; JOINT OWNER; DO NOT DEVOTE ANY HOURS TO BUSINESS OR DURING TRADING HOURS. (2) RENTAL PROPERTY; INVESTMENT-RELATED; JENSEN BEACH, FL; REAL ESTATE; CO-OWNER; STARTING 12/1/2018; DO NOT DEVOTE ANY HOURS TO BUSINESS OR DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-15 |
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