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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-25 |
| CO | RA | APPROVED | 2018-04-20 |
Branch Locations
121 S Tejon St, Suite 1109, Colorado Springs, CO 80903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Colorado Springs | CO | 06/2014 | 04/2018 |
| D.A. Davidson & Co. | Colorado Springs | CO | 04/2018 | Present |
5845 Grapevine Dr. LLC; investment related; Colorado Springs, CO 80923; Rental Property; Owner/Landlord; starting 3/27/2020; 1 hr/mo; no time devoted to the activity during trading hours; duties include management of the rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-20 |
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