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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-05 |
| VA | RA | APPROVED | 2025-11-05 |
Branch Locations
Winchester, VA • United States
12 North Washington Street Suite A1, Winchester, VA 22601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Bank / Truist Bank | Winchester | VA | 11/2015 | 03/2022 |
| Truist Investment Services, Inc. | Winchester | VA | 03/2022 | 04/2025 |
| Truist Advisory Services Inc. | Winchester | VA | 03/2022 | 04/2025 |
| Truist Investment Services, Inc | Winchester | VA | 04/2025 | 11/2025 |
| Truist Advisory Services, Inc | Winchester | VA | 04/2025 | 11/2025 |
| D.A. Davidson & Co. | Winchester | VA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-26 |
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