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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-10-09 |
| TX | RA | APPROVED | 2025-10-06 |
Branch Locations
40 West 14Th Street Artisan Block, Great Northern Town Center, Helena, MT 59601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Lotus Helena | Helena | MT | 08/2015 | 06/2020 |
| Carroll College | Helena | MT | 08/2017 | Present |
| Homemaker | Helena | MT | 02/2014 | 09/2024 |
| Little Angels Daycare & Preschool | Helena | MT | 09/2024 | 10/2024 |
| D.A. Davidson | Helena | MT | 10/2024 | Present |
Carroll College, Non-Investment Related, 1845 N Benton Ave, Helena, MT 59601, Started 2017 Fall Semester, Fitness Instructor. I teach a dance fitness class available to students and faculty between once and twice a week. Approximately 4-8 hours per month, all hours spent teaching are after trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-01 |
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