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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-24 |
| WA | RA | APPROVED | 2023-03-30 |
Branch Locations
301 North Lake Suite 800, Pasadena, CA 91101 • United States
2204 East 29Th Avenue Suite 210, Spokane, WA 99203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Spokane | WA | 08/2011 | 03/2023 |
| D.A. Davidson & Co. | Spokane | WA | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-22 |
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