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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-01-06 |
| TX | RA | APPROVED | 2026-01-05 |
Branch Locations
95 S State St Suite 1500, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Salt Lake City | UT | 02/2005 | 01/2026 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 01/2026 |
| Fidelity Insurance Agency | Boston | MA | 10/2024 | 01/2026 |
| D.A.DAvidson | Salt Lake City | UT | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-31 |
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