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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-14 |
| VA | RA | APPROVED | 2022-07-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Lynchburg | VA | 08/2018 | 10/2019 |
| Bb&T | Lynchburg | VA | 02/2017 | 08/2018 |
| N/A | Lynchburg | VA | 09/2015 | 02/2017 |
| Bb&T Securities, Llc | Lynchburg | VA | 10/2019 | 02/2021 |
| Truist Investment Services, Inc. | Lynchburg | VA | 02/2021 | 07/2022 |
| Truist Advisory Services, Inc. | Lynchburg | VA | 02/2021 | 07/2022 |
| D.A. Davidson & Co. | Lynchburg | VA | 07/2022 | Present |
1) CHELSEA HANSON; NON-INVESTMENT RELATED; LYNCHBURG, VA; SOLE PROPRIETOR; NOTARY PUBLIC; START 6/15/22; 2 HR/YR DURING SECURITIES TRADING HOURS; I NOTARIZE DOCUMENTS FOR EXISTING D.A. DAVIDSON CLIENTS. 2) IRON & GRACE; NON-INVESTMENT RELATED; LYNCHBURG, VA; LLC; INSTRUCTOR; START 9/1/25; 25 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; PILATES INSTRUCTOR AT FITNESS CENTER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-03 |
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