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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2020-06-02 |
| TX | RA | APPROVED | 2020-06-02 |
Branch Locations
300 Park Drive South, Great Falls, MT 59405-1819 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Great Falls | MT | 05/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Great Falls | MT | 11/2016 | 06/2020 |
| Stifel Nicolaus & Co Inc | Great Falls | MT | 06/2020 | Present |
1. Great Falls Police Foundation; PO Box 3093 Great Falls, MT 59403; augment the police dept in support and also with funding; board member; help to put on the annual gala, line up donations for a silent auction; 09/05/2025; 3hrs/mth; Not during securities trading hours; Not investment related 2. Electric City noon Toastmasters club; 400 Park Dr S. Great Falls, MT 59405; public speaking club; Club President; lead weekly meetings, provide leadership; 07/01/2026; 1hr/wk; During securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-02 |
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