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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott & Stringfellow, Llc | Blacksburg | VA | 03/2010 | 02/2021 |
| Bb&T Securities, Llc | Blacksburg | VA | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | Blacksburg | VA | 02/2021 | 08/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 08/2022 |
| D.A. Davidson & Co. | Blacksburg | VA | 08/2022 | Present |
1) SPECIAL OLYMPICS AREA 9 POSITION: Treasurer NATURE: Treasurer for Area 9 Special Olympics Virginia Special Olympics Area 9 is the southwest region of VA that includes area 9. We run various special olympic sports programs throughout the year for individuals with physical or mental disabilities. NON-INVESTMENT RELATED: NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2011 ADDRESS: 1100 South Main St, Ste B, Blacksburg VA 24060 2) YOUNG LIFE; NON-INVESTMENT RELATED; BLACKSBURG, VA; NON-PROFIT; REGIONAL BOARD CHAIR; START 1/1/25; 2 HR/WK; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I SUPPORT THE DIRECTOR WITH STRATEGIC PLANNING AND PROJECTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-24 |
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