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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-20 |
Branch Locations
425 Park Place Circle Suite 400, Mishawaka, IN 46545 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank | South Bend | IN | 08/2022 | 05/2026 |
| D.A. Davidson & Co. | Mishwaka | IN | 05/2026 | Present |
| 1St Source Corporation Investment Advisors, Inc. | South Bend | IN | 08/2014 | 07/2018 |
| 1St Source Corporation Investment Advisors, Inc. | South Bend | IN | 07/2018 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-01 |
| S65 | Uniform Investment Adviser Law Examination | 2015-06-30 |
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