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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-02-15 |
Branch Locations
1550 Market Street Suite 300, Denver, CO 80202 • United States
Columbia Center, 701 5Th Avenue Suite 4050, Seattle, WA 98104 • United States
Arvada, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Envestnet Asset Management, Inc. | Denver | CO | 07/2011 | 02/2022 |
| D.A. Davidson & Co. | Denver | CO | 02/2022 | Present |
1) 2640 INVESTMENTS, LLC 7418 QUEEN CIR. ARVADA, CO 80005; NOT INVESTMENT-RELATED; BUSINESS IS A LLC WITH MYSELF, WIFE AND PARENTS; LLC OWNS ONE PROPERTY IN SALIDA, CO; I AM A PARTNER IN THE BUSINESS AND ONLY PROVIDED CAPITAL TO PURCHASE PROPERTY; I SPEND ZERO HOURS ON THE BUSINESS. 2) ARVADA WEST HIGH SCHOOL BOY'S SOCCER BOOSTER CLUB; NON-INVESTMENT RELATED; ARVADA, CO; NON-PROFIT; START 7/1/23; 2 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; SECRETARY ON BOARD OF DIRECTORS;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-03-18 |
| S66 | Uniform Combined State Law Examination | 2006-04-17 |
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