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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-12-10 |
Branch Locations
701 5Th Avenue Suite 4050, Seattle, WA 98104 • United States
8 Third Street North, Great Falls, MT 59401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 04/2016 | 08/2017 |
| Merrill Lynch Wealth Management | Troy | MI | 10/2013 | 06/2017 |
| Wells Fargo Advisors Financial Network, Llc | Birmingham | MI | 06/2017 | 03/2018 |
| J.P. Morgan Chase Bank, N.A. | Bloomfield Hills | MI | 03/2018 | 06/2019 |
| J.P. Morgan Securities Llc | Bloomfield Hills | MI | 03/2018 | 06/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Troy | MI | 03/2017 | 08/2017 |
| Wells Fargo Advisors Financial Network, Llc | Birmingham | MI | 06/2017 | 03/2018 |
| Richard W. Paul & Associates, Llc | Novi | MI | 06/2019 | 09/2021 |
| Midwest Financial Consultants, Inc | Novi | MI | 06/2019 | 08/2021 |
| Strategic Investment Advisors, Llc | Livonia | MI | 03/2022 | 06/2024 |
| Unemployed | Royal Oak | MI | 09/2021 | 03/2022 |
| Senior Planning Advisors, Llc | Livonia | MI | 03/2022 | 06/2024 |
| D.A. Davidson & Co. | Seattle | WA | 07/2024 | Present |
| Unemployed | Ortonville | MI | 06/2024 | 11/2024 |
| Sunrise Financial Services | Burien | WA | 01/2024 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-28 |
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