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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-08-04 |
Branch Locations
40 West 14Th Street Artisan Block, Great Northern Town Center, Helena, MT 59601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Bellevue | WA | 08/2015 | 04/2017 |
| Mml Investors Services, Llc | Bellevue | WA | 03/2017 | 04/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 04/2017 | 08/2022 |
| Bank Of America, N.A. | Bellevue | WA | 08/2017 | 08/2022 |
| Oppenheimer & Co. Inc. | Bellevue | WA | 12/2022 | 08/2025 |
| Unemployed | Bellevue | WA | 08/2022 | 12/2022 |
| D.A. Davidson & Co. | Helena | MT | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-05 |
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