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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-23 |
| TX | RA | APPROVED_RES | 2025-07-23 |
Branch Locations
74-245 Highway 111 Suite E-101, Palm Desert, CA 92260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Palm Desert | CA | 06/2014 | 07/2025 |
| D.A. Davidson & Co. | Palm Desert | CA | 07/2025 | Present |
(1)Name of Business: Address: 47269 Margarita st. , Indio, CA, 92201, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/01/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be running a small home business selling Young Living products which is a direct selling company. Including vitamin supplements, essential oils etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-23 |
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