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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2021-05-06 |
| TX | RA | APPROVED | 2021-05-06 |
Branch Locations
360 W Park Dr Suite 200, Grand Junction, CO 81505 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Grand Junction | CO | 03/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Grand Junction | CO | 11/2016 | 05/2021 |
| D.A. Davidson & Co. | Grand Junction | CO | 05/2021 | Present |
1) RENTAL PROPERTY, INVESTMENT RELATED, SANIBEL, FL, START: 7/30/21, 4 HRS/MONTH, 0 DURING TRADING. LANDLORD. 2) C SQUIER RENTAL, LLC; INVESTMENT RELATED; GRAND JUNCTION, CO; OWNER; START 8/1/24; 1 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; RENTAL PROPERTY OWNER. 3) CHERYL S REAL ESTATE, LLC; INVESTMENT RELATED; GRAND JUNCTION, CO; OWNER; START 7/22/24; 1 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; RENTAL HOUSE OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-22 |
| S65 | Uniform Investment Adviser Law Examination | 2003-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-17 |
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