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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2021-06-08 |
| WA | RA | APPROVED | 2019-07-08 |
| TX | RA | APPROVED | 2019-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Education | Helena | MT | 08/2014 | 05/2018 |
| The Base Camp | Helena | MT | 05/2017 | 08/2017 |
| D.A. Davidson & Co. | Helena | MT | 05/2018 | 12/2018 |
| D.A. Davidson & Co. | Fargo | ND | 02/2019 | 05/2019 |
| Unemployed | Helena | MT | 01/2019 | 02/2019 |
| Unemployed | Helena | MT | 05/2019 | 07/2019 |
| D.A. Davidson & Co. | Kalispell | MT | 07/2019 | Present |
1) DREAM ADAPTIVE RECREATION; NON-INVESTMENT RELATED; WHITEFISH, MT; NON-PROFIT; BOARD OF DIRECTORS MEMBER; START 11/8/22; 5 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I ASSIST WITH THE GOVERNANCE AND POLICY DEVELOPMENT OF THE ORGANIZATION. 2) DAYBREAK ROTARY OF KALISPELL; NON-INVESTMENT RELATED; KALISPELL, MT; NON-PROFIT; TREASURER AND BOARD OF DIRECTORS MEMBER; START 7/1/25; 8 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I ATTEND MONTHLY BOARD MEETINGS, COLLECT CLUB DUES, PAY BILLS AND REPORT ON THE CLUB'S FINANCIAL STATUS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-25 |
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