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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED | 2019-02-25 |
| CO | RA | APPROVED | 2018-04-20 |
Branch Locations
121 S Tejon St, Suite 1109, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Colorado Springs | CO | 06/1998 | 04/2018 |
| D.A. Davidson & Co. | Colorado Springs | CO | 04/2018 | Present |
HALF ASS RANCH OF THE OZARKS, LLS; INVESTMENT RELATED; 29005 US HWY 160, TECUMSEH, MO 65760; LLS FOR REAL ESTATE HOLDING COMPANY FOR RANCH OPERATIONS; MANAGER; 11/1/2025; 1 HR/MO; ZERO HOURS DEVOTED DURING TRADING HOURS; RANCH OPERATIONS MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-10-28 |
| S66 | Uniform Combined State Law Examination | 1998-10-06 |
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