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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2021-06-08 |
| TX | RA | APPROVED | 2021-06-07 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guild Mortgage | Missoula | MT | 07/2016 | 12/2018 |
| D.A. Davidson & Co. | Hamilton | MT | 01/2019 | 06/2021 |
| Montana Air National Guard | Great Falls | MT | 12/2010 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Missoula | MT | 06/2021 | Present |
| Bank Of America, N.A. | Missoula | MT | 09/2021 | Present |
I*470760 For profit or not for profit: Entity Governmental Name of outside business organization: US Air Force / Montana Air National Guard Investment related: N Address of business: Great Falls, Montana, 59404 Nature of business: ["Civic League or Social Welfare Organization"] Position, title, association: , Start date of relationship: 12/4/2010 Number of hours devoted: 24 hour(s) Monthly Number of hours devoted during trading hours: 8 Duties: , Military / Defense Part-time ANG Flight OIC
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-17 |
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