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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-23 |
Branch Locations
701 5Th Avenue Suite 4050, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Builders Hardware & Supply | Seattle | WA | 07/2018 | 11/2022 |
| Albert Lee Appliance | Seattle | WA | 06/2023 | 01/2025 |
| Washington State University | Pullman | WA | 08/2020 | 05/2024 |
| D.A. Davidson & Co. | Seattle | WA | 02/2025 | Present |
| Seattle Public Schools | Seattle | WA | 01/2015 | 07/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2026-04-17 |
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