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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-02 |
| WY | RA | APPROVED | 2018-02-12 |
Branch Locations
1802 Dell Range Blvd Suite 1, Cheyenne, WY 82009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Cheyenne | WY | 04/2009 | 02/2018 |
| Charles Schwab & Co., Inc. Ibs | Cheyenne | WY | 02/2018 | Present |
1) Jefferson Manor LLC | Investment Related:No|1215 E Riding Club Rd|Cheyenne|WY|82009|USA|Real Estate (Non-Agent/Broker)|Managing Member|8/13/2013|Less than 20|0|Operate a residential 4-Plex, 2) Windy Point RV Community | Investment Related:No|1215 E Riding Club Rd|Cheyenne|WY|82009|USA|Real Estate (Non-Agent/Broker)|Managing Member|8/13/2013|Less than 20|0|Operate an RV park in Hanna, WY. This is typically a seasonal business with most activity during the summer months., 3) High Plains Leasing LLC | Investment Related:No|1215 E Riding Club Rd|Cheyenne|WY|82009|USA|Real Estate (Non-Agent/Broker)|Sole Member|1/6/2006|Less than 20|0|Operate residential investment properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-16 |
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