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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-22 |
Branch Locations
2901 Douglas Blvd. Suite 255, Roseville, CA 95661 • United States
5601 Granite Parkway Suite 560, Plano, TX 75024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Proud Larrys | Oxford | MS | 10/2019 | 05/2020 |
| University Of Mississippi | University | MS | 08/2017 | 05/2021 |
| Vector Marketing | Largo | FL | 05/2017 | 09/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2021 | 09/2023 |
| Jpmorgan Chase Bank, N.A. | Charleston | SC | 09/2023 | 05/2024 |
| J.P. Morgan Securities Llc | Charleston | SC | 09/2023 | 05/2024 |
| Outland Boat Tours | Indian Rocks Beach | FL | 06/2019 | 09/2019 |
| The Graduate Oxford | Oxford | MS | 09/2019 | 10/2019 |
| Unemployed | Seminole | FL | 08/2016 | 04/2017 |
| D. A. Davidson & Co. | Plano | TX | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-31 |
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