Best Investors Account Sign in

Patricia Joan Groshelle

Rbc Capital Markets, LLC

Great Falls, MT

Great Falls, MT

Claim This Profile
Current Employers
Rbc Capital Markets, Llc

200 Vesey St., New York, NY 10281 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2023-01-12
  • MT RA
    APPROVED
    Since 2023-01-12

Branch Locations

101 River Drive North Suite 101, Great Falls, MT 59401-4200 • United States

Great Falls, MT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
D.A. Davidson & Co. Great Falls MT 09/2006 05/2021
Davidson Investment Advisors, Inc. Great Falls MT 12/2010 05/2021
Rbc Capital Markets, Llc Great Falls MT 05/2021 Present
  • 09/2006 → 05/2021
    D.A. Davidson & Co.
    Great Falls, MT
  • 12/2010 → 05/2021
    Davidson Investment Advisors, Inc.
    Great Falls, MT
  • 05/2021 → Present
    Rbc Capital Markets, Llc
    Great Falls, MT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-11
S63 Uniform Securities Agent State Law Examination 2022-08-10
  • S65 Uniform Investment Adviser Law Examination
    2023-01-11
  • S63 Uniform Securities Agent State Law Examination
    2022-08-10
Other Names
  • Trish Joan Wood
  • Trish Groshelle
  • Patricia Joan Wood

View on SEC IAPD

More in Great Falls, MT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor