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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-13 |
| VA | RA | APPROVED | 2022-07-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Lynchburg | VA | 05/2015 | 02/2021 |
| Truist Investment Services, Inc. | Lynchburg | VA | 02/2021 | 07/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 07/2022 |
| D.A. Davidson & Co. | Lynchburg | VA | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-21 |
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