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Account
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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2020-05-27 |
| TX | RA | APPROVED | 2020-05-21 |
Branch Locations
115 Canopy Street Suite 400, Lincoln, NE 68508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Lincoln | NE | 01/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lincoln | NE | 11/2016 | 05/2020 |
| D.A. Davidson & Co. | Lincoln | NE | 05/2020 | Present |
1) Olympus Track Club Inc. Non-investment related. Lincoln, NE. Non-profit, youth track & field organization. Treasurer. 3/11/22. 4-8 hours worked monthly. 0 hours devoted during securities trading hours. Keep track of the books and make sure all participants have paid their registration dues. 2) GRANDVIEW RESIDENTIAL ASSOCIATION; NON-INVESTMENT RELATED; LINCOLN, NE; NON-PROFIT; TREASURER/DIRECTOR; START 6/1/23, 4-8 HR/MO; NO TIME DEVOTED DURING SECURITIES HOURS; HOME OWNERS ASSOCIATION TREASURER DUTIES. 3) FIRST PLYMOUTH CONGREGATIONAL CHURCH BOARD OF TRUSTEES; NON-INVESTMENT RELATED; LINCOLN, NE; NON-PROFIT; MEMBER/BOARD OF TRUSTEES; START 2/20/2025; 4-5 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I HAVE THE CHARGE AND CUSTODY OF THE PROPERTY AND FACILITIES OF THE CHURCH.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-19 |
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