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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-12 |
| MT | RA | APPROVED | 2024-05-07 |
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 |
|---|---|---|---|---|
| Guardian Life Insurance Company Of America | Missoula | MT | 06/2019 | 06/2021 |
| Richard Brady & Associates, Inc. | San Diego | CA | 03/2018 | 03/2019 |
| California Western School Of Law | San Diego | CA | 09/2017 | 03/2018 |
| El Diablo | Missoula | MT | 07/2013 | 08/2017 |
| Park Avenue Securities | Missoula | MT | 01/2020 | 06/2021 |
| Hospice Care Foundation Of Missoula | Missoula | MT | 12/2019 | 01/2021 |
| New York Life Insurance Agency | Philadelphia | PA | 12/2019 | 06/2021 |
| Sauvage | Steamboat Springs | CO | 06/2021 | 09/2021 |
| Morning Bird Bakery | Missoula | MT | 10/2021 | 02/2022 |
| Wayfair | Missoula | MT | 02/2022 | 10/2022 |
| Ames & Associates, Inc. | Missoula | MT | 10/2022 | 01/2023 |
| First Interstate Bank | Missoula | MT | 01/2023 | 04/2024 |
| Lpl Financial | Missoula | MT | 01/2023 | 04/2024 |
| D.A. Davidson & Co. | Great Falls | MT | 05/2024 | Present |
KELLY EPPARD; INVESTMENT RELATED; GREAT FALLS, MT; SOLE PROPRIETOR; NOTARY; START 5/31/24; 4 HR/MO DURING SECURITIES TRADING HOURS; DOCUMENT NOTARIZING FOR DA DAVIDSON CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-14 |
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