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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-22 |
| WA | RA | APPROVED | 2025-10-23 |
Branch Locations
601 W. Main Ave Suite 1300, Spokane, WA 99201 • United States
425 Park Place Circle Suite 400, Mishawaka, IN 46545 • United States
1812 N Lakewood Drive Suite 200, Coeur D'ALene, ID 83814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | South Bend | IN | 03/2013 | 06/2020 |
| Key Bank Na | South Bend | IN | 07/2020 | 02/2025 |
| Key Investment Services Llc | Brooklyn | OH | 05/2022 | 02/2025 |
| Unemployed | Noblesville | IN | 02/2025 | 10/2025 |
| D.A. Davidson & Co. | Spokane | WA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-21 |
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