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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-26 |
| WA | RA | APPROVED | 2023-05-26 |
Branch Locations
601 W. Main Ave Suite 1300, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Spokane | WA | 05/2016 | 07/2021 |
| Wells Fargo Clearing Services, Llc | Spokane | WA | 04/2019 | 07/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Liberty Lake | WA | 08/2021 | 05/2023 |
| Bank Of America, N.A. | Liberty Lake | WA | 09/2021 | 05/2023 |
| D.A. Davidson & Co. | Spokane | WA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-08-12 |
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