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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-02-02 |
| TX | RA | APPROVED_RES | 2022-02-02 |
Branch Locations
Simi Valley, CA • United States
301 North Lake Suite 800, Pasadena, CA 91101 • 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 |
|---|---|---|---|---|
| Wells Fargo Bank Na | Pacific Palisades | CA | 08/2009 | 04/2020 |
| Wells Fargo Advisors Llc | Santa Barbara | CA | 11/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pacific Palisades | CA | 11/2016 | 04/2020 |
| Unemployed | Moorpark | CA | 04/2020 | 10/2020 |
| Small Business Administration, Us Federal Government | Moorpark | CA | 10/2020 | 06/2021 |
| Small Business Administration, Us Federal Government | White House | TN | 06/2021 | 01/2022 |
| D.A. Davidson & Co. | Pasadena | CA | 01/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-13 |
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