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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-03-16 |
| TX | RA | APPROVED | 2023-03-16 |
Branch Locations
435 E Shore Dr Suite 110, Eagle, ID 83616 • United States
Meridian, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Riverside | CA | 02/2015 | 10/2021 |
| University Of Phoenix | Tempe | AZ | 10/2013 | 06/2019 |
| Ubs Financial Services | Boise | ID | 01/2022 | 03/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boise | ID | 11/2021 | 12/2021 |
| D.A. Davidson & Co. | Eagle | ID | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-21 |
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