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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-02-18 |
Branch Locations
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Kalispell, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Kalispell | MT | 01/2015 | 10/2019 |
| Wells Fargo Bank, Na | Kalispell | MT | 12/2009 | 11/2018 |
| D.A. Davidson & Co. | Kalispell | MT | 10/2019 | 04/2022 |
| Steward Partners Global Advisory, Llc | Kalispell | MT | 02/2025 | Present |
| Steward Partners Investment Advisory, Llc | Kalispell | MT | 02/2025 | Present |
| Steward Partners Investment Solutions, Llc | Kalispell | MT | 02/2025 | Present |
| Three Rivers Bank Of Montana | Kalispell | MT | 04/2022 | 11/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-07 |
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