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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-24 |
| CO | RA | APPROVED | 2023-01-19 |
Branch Locations
360 W Park Dr Suite 200, Grand Junction, CO 81505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ladue | MO | 05/2017 | 01/2020 |
| Fisher Investments | Lake St. Louis | MO | 11/2015 | 02/2017 |
| Bank Of America, N.A. | Ladue | MO | 06/2017 | 01/2020 |
| Transamerica Financial Advisors, Inc | Greenwood Village | CO | 06/2021 | 11/2021 |
| World Financial Group, Inc. | Greenwood Village | CO | 05/2021 | 11/2021 |
| Touring Professional Golfer, Mike Troyer Golf | Highlands Ranch | CO | 09/1995 | Present |
| Merrill Lynch/Bank Of America | Greenwood Village | CO | 04/2017 | 01/2020 |
| Fisher Investments | Camas | WA | 11/2015 | 03/2017 |
| Lpl Financial Llc | Greenwood Village | CO | 11/2021 | 01/2023 |
| D.A. Davidson & Co. | Grand Junction | CO | 01/2023 | Present |
1) 11/22/2021 - MIKE TROYER GOLF - Professional Golfer / Instructor - Non-Inv Rel - Highlands Ranch, CO. - Start: 09/1995 - 20 hr/mo during securities trading hours. 2) BOOKCLIFF COUNTRY CLUB, INC.; NON-INVESTMENT RELATED; GRAND JUNCTION, CO; CORPORATION; MEMBER OF THE BOARD OF DIRECTORS; START 3/1/25; 3 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; GENERAL CHARGE OF THE AFFAIRS, PROPERTY AND MEMBERSHIP OF THE CLUB.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-22 |
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