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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-05 |
| VA | RA | APPROVED | 2025-11-05 |
Branch Locations
12 North Washington Street Suite A1, Winchester, VA 22601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott & Stringfellow, Inc | Winchester | VA | 09/2005 | 02/2021 |
| Bb&T Securities, Llc | Winchester | VA | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | Winchester | VA | 02/2021 | 11/2025 |
| Truist Advisory Services, Inc. | Winchester | VA | 02/2021 | 11/2025 |
| D.A. Davidson & Co. | Winchester | VA | 11/2025 | Present |
HIGHLAND FOOD PANTRY POSITION: volunteer non-board finance committee member NATURE: The Highland Food Pantry is a 501c3 serving the local needy with food support. COVID-19 has led to significant donations to support their mission. The board has established a finance committee to look at choices for investing these funds. The finance committee makeup includes one non-board community member who has investment experience. Non-Investment related NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 7/1/2024 ADDRESS: Highland Avenue, Winchester VA 22602
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-07 |
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