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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-05 |
| UT | RA | APPROVED | 2025-06-05 |
Branch Locations
95 S State St Suite 1500, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| N/A | Chicago | IL | 02/2013 | 09/2017 |
| Goldman, Sachs & Co. | Chicago | IL | 09/2017 | 02/2019 |
| D. A. Davidson | Salt Lake City | UT | 12/2024 | Present |
| N/A | Bountiful | UT | 02/2019 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-02-12 |
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