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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miller Advisors | Kirkland | WA | 05/2016 | 10/2017 |
| Cornerstone Advisors, Inc. | Bellevue | WA | 10/2017 | 09/2020 |
| Pathstone | Bellevue | WA | 10/2020 | 01/2021 |
| The Clarius Group, Llc | Seattle | WA | 01/2021 | 03/2025 |
| Basecamp Wealth Advisors | Bellevue | WA | 03/2025 | 02/2026 |
| Da Davidson | Spokane | WA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-03-18 |
| S66 | Uniform Combined State Law Examination | 2010-08-12 |
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