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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-17 |
| CO | RA | APPROVED | 2022-10-14 |
Branch Locations
1550 Market Street Suite 300, Denver, CO 80202 • United States
121 S Tejon St, Suite 1109, Colorado Springs, CO 80903 • United States
Denver, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boulder | CO | 04/2015 | 10/2022 |
| Bank Of Americia, N.A. | Boulder | CO | 11/2015 | 10/2022 |
| D.A. Davidson & Co. | Denver | CO | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-10-05 |
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