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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-05-15 |
Branch Locations
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 | Portland | OR | 10/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portland | OR | 11/2016 | 09/2022 |
| Ameriprise Financial Services, Llc | Vancouver | WA | 09/2022 | 05/2026 |
| D.A. Davidson & Co. | Vancouver | WA | 05/2026 | Present |
Show Your Stripes; Investment related; Real Estate Ownership; Single Family; 23034 Thunderbird Drive S., , Des Moines, WA, 98198; Start 05/01/2026; 0 hr/mo.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-28 |
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