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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-05-04 |
Branch Locations
800 Crescent Centre Drive Suite 130, Franklin, TN 37067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Federal Work Study | Evansville | IN | 08/2016 | 10/2016 |
| Rolling Hills Country Club | Newburgh | IN | 10/2016 | 05/2017 |
| Tomahawk Scout Reservation | Birchwood | WI | 05/2017 | 08/2017 |
| Unemployed | Nashville | TN | 08/2017 | 09/2017 |
| The Crag | Nashville | TN | 09/2017 | 09/2018 |
| Center Street Securities, Inc. | Nashville | TN | 09/2018 | 12/2023 |
| Arete Wealth, Inc. | Nashville | TN | 01/2022 | 04/2026 |
| D.A. Davidson & Co. | Franklin | TN | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-21 |
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