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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-08-23 |
| TX | RA | APPROVED | 2019-08-23 |
Branch Locations
2901 Douglas Blvd. Suite 255, Roseville, CA 95661 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rw Baird & Co | Roseville | CA | 11/2008 | 08/2019 |
| D.A. Davidson & Co. | Roseville | CA | 08/2019 | Present |
1) Society of Settlement Planners; Not investment-related; 12414 Burgoyne Drive, Houston, TX 77077; Professional Organization; Board Member/Treasurer; Start Date: 3/2/18; Appx hrs: 2-4 hours/month and during trading hours; serve on Board of Directors and as Treasurer 2) Woodcreek Oaks Community HOA, investment related; PO Box 1459 Folsom, CA 95763 Finance/Investment Committee member; start date: 1/9/19; Work with the HOA's advisor regarding the investment of our reserve account. Hours spent:10-20 hr/year. 5hr/year during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-10 |
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