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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-05-15 |
Branch Locations
8 Third Street North, Great Falls, MT 59401-3104 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Great Falls | MT | 08/2016 | 02/2022 |
| Wells Fargo Clearing Services, Llc | Great Falls | MT | 03/2019 | 02/2022 |
| D.A. Davidson & Co. | Great Falls | MT | 02/2022 | 07/2023 |
| United States Post Office | Great Falls | MT | 06/2021 | 09/2021 |
| Wells Fargo Clearing Services, Llc | Great Falls | MT | 07/2023 | 05/2024 |
| Wells Fargo Bank, Na | Great Falls | MT | 07/2023 | 05/2024 |
| D.A. Davidson | Great Falls | MT | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-09 |
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