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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2023-03-16 |
| TX | RA | APPROVED | 2023-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | Boise | ID | 01/2021 | 03/2023 |
| Summit Global Testing (Contractor) | Meridian | ID | 02/2017 | 01/2022 |
| Square Peg Tech | Boulder | CO | 02/2017 | 02/2018 |
| Saife, Inc. | Tempe | AZ | 07/2016 | 12/2016 |
| Unemployed | Meridian | ID | 01/2017 | 01/2017 |
| D.A. Davidson & Co. | Eagle | ID | 03/2023 | Present |
1) Business Name: Summit Global Testing Non-investment Related Address: 147 Old Solomons Island Road, Suite 301 in Annapolis, MD (I am working remotely as a contractor in Meridian, ID) Nature of Business: IT/Software Development Title: Program Manager Start Date: February 2017 Approx. Number of Hours / Month: 60 (mostly after hours and on weekends) Number of Hours During Trading Time: ~30 minutes per day (not every day) during my documented lunchtime Duties: Stakeholder (client) communications and transitioning my responsibilities to other team members (I am in the process of closing this contract out) 2) JTSKYE / NON-INVESTMENT RELATED; ADDRESS:325 E Clear Creek Drive, Meridian/ NATURE OF THE BUSINESS: Internet sales of motivational messaged clothing (shirts, sweatshirts, etc.) / POSITION: Proprietor / owner/ DUTIES: PRODUCT DEVELOPMENT, MARKETING AND SALES; START DATE: 1/3/23 / 4 HR/WK, NO TIME DEVOTED DURING SECURITIES TRADING HOURS. 3) TINA VORBECK; NON-INVESTMENT RELATED; MERIDIAN, ID; NETWORK MARKETING; INDEPENDENT CONTRACTOR; START 11/30/23; 1 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; INDEPENDENT CONTRACTOR - PRIMARILY FOR PERSONAL PURCHASE AND USE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-13 |
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