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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Bank | Blacksburg | VA | 02/2016 | 01/2019 |
| Bb&T Securities, Llc | Blacksburg | VA | 01/2019 | 02/2021 |
| Truist Investment Services, Inc. | Blacksburg | VA | 02/2021 | 08/2022 |
| Truist Advisory Services, Inc. | Blacksburg | VA | 02/2021 | 08/2022 |
| D.A. Davidson & Co. | Blacksburg | VA | 08/2022 | Present |
1) NOTARY; NON-INVESTMENT RELATED; BLACKSBURG, VA; NOTARY PUBLIC; START 12/1/23; 30 MIN/QRTR DURING SECURITIES TRADING HOURS; I NOTARIZE CLIENT SIGNATURES. 2) TECHNOLOGY TRANSFER, INC.; NON-INVESTMENT RELATED; RALEIGH, NC; CORPORATION; BOARD MEMBER; START 9/12/24; 30 MIN/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; MEMBER OF THE BOARD OF DIRECTORS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-25 |
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