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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-05 |
| TX | RA | APPROVED_RES | 2026-06-03 |
Branch Locations
10400 Ne 4Th St. Suite 400, Bellevue, WA 98004 • 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 |
|---|---|---|---|---|
| Capital High School | Olympia | WA | 09/2015 | 06/2019 |
| Unemployed | Olympia | WA | 06/2019 | 06/2020 |
| Doordash | Olympia | WA | 06/2020 | 07/2021 |
| Washington State University | Pullman | WA | 08/2021 | 05/2024 |
| Crybaby Cafe | Pullman | WA | 03/2023 | 08/2024 |
| The Emporium | Pullman | WA | 05/2024 | 08/2024 |
| Etsi Bravo | Pullman | WA | 06/2023 | 09/2024 |
| Costco Wholesale Corporation | Tempe | AZ | 10/2024 | 12/2024 |
| Nylife Securities, Llc | New York | NY | 10/2024 | 04/2025 |
| Lpl Financial, Llc | Tempe | AZ | 01/2025 | 08/2025 |
| Unemployed | Tempe | AZ | 08/2025 | 08/2025 |
| D.A. Davidson & Co. | Bellevue | WA | 02/2026 | Present |
| Equitable Advisors | Scottsdale | AZ | 08/2025 | 02/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-06-21 |
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