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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-28 |
| WA | RA | APPROVED | 2020-12-07 |
Branch Locations
10400 Ne 4Th St. Suite 400, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Scottsdale | AZ | 09/2017 | 12/2020 |
| Gonzaga University | Spokane | WA | 09/2013 | 05/2017 |
| Unemployed | North Bend | WA | 05/2017 | 09/2017 |
| D.A. Davidson & Co. | Bellevue | WA | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-06 |
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