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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2021-04-01 |
| TX | RA | APPROVED_RES | 2021-04-01 |
Branch Locations
Hart Albin Bldg. 208 N. Broadway Suite 100, Billings, MT 59101 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Billings | MT | 08/2006 | 04/2021 |
| D.A. Davidson & Co. | Billings | MT | 04/2021 | Present |
ZEPHANIAH, LLC; INVESTMENT RELATED; BILLING, MT; MANAGER; START 10/6/25; 2 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; AIRPLANE/HANGER MANAGER.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-06-09 |
| S65 | Uniform Investment Adviser Law Examination | 1994-06-09 |
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