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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-21 |
| SC | RA | APPROVED | 2022-10-24 |
Branch Locations
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 |
|---|---|---|---|---|
| Bb&T Investment Services, Inc. | Charlotte | NC | 04/2011 | 01/2018 |
| Bb&T Securities, Llc | Lexington | SC | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Lexington | SC | 02/2021 | 10/2022 |
| Truist Advisory Services, Inc. | Lexington | SC | 02/2021 | 10/2022 |
| D.A. Davidson & Co. | Lexington | SC | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-13 |
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