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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-03 |
| CA | RA | APPROVED | 2024-06-27 |
Branch Locations
16130 Ventura Blvd Suite 460, Encino, CA 91436 • United States
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 |
|---|---|---|---|---|
| Lpl Financial Lc | Los Angeles | CA | 11/2014 | 06/2018 |
| Perennial Investment Advisors | Los Angeles | CA | 06/2017 | 06/2018 |
| Perennial Financial & Insurance Services, Llc | Los Angeles | CA | 11/2014 | 06/2018 |
| Unionbanc Investment Services | Beverly Hills | CA | 06/2018 | 01/2021 |
| City National Securities | Westlake Village | CA | 01/2021 | 06/2024 |
| D.A. Davidson & Co. | Encino | CA | 06/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-10 |
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