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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-08-12 |
| TX | RA | APPROVED | 2022-03-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Ketchum | ID | 09/2015 | 06/2019 |
| Wells Fargo Advisors Financial Network, Llc | Salem | OR | 06/2019 | 08/2020 |
| Rbc Capital Markets, Llc | Portland | OR | 01/2021 | 03/2022 |
| Unemployed | Portland | OR | 08/2020 | 01/2021 |
| D.A. Davidson & Co. | Vancouver | WA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-15 |
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