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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-19 |
| TX | RA | APPROVED | 2023-09-19 |
Branch Locations
Opus Plaza 1 1925 Palomar Oaks Way, Suite 300, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D. A. Davidson & Co. | Carlsbad | CA | 07/2021 | Present |
| Caffe Vacanza | Carlsbad | CA | 08/2013 | 07/2021 |
| St. John's School Volunteer | Encinitas | CA | 04/2011 | 03/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-18 |
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