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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-01 |
| WA | RA | APPROVED | 2021-12-02 |
Branch Locations
Columbia Center, 701 5Th Avenue Suite 4050, Seattle, WA 98104 • United States
Edmonds, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kms Financial Services, Inc. | Seattle | WA | 09/2016 | 11/2020 |
| Securities America, Inc. | Seattle | WA | 11/2020 | 11/2021 |
| Securities America Advisors, Inc. | Seattle | WA | 11/2020 | 11/2021 |
| D.A. Davidson & Co. | Seattle | WA | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-06 |
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