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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-08-20 |
| TX | RA | APPROVED | 2025-08-20 |
Branch Locations
450 Regency Parkway Suite 400, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 07/2006 | 10/2020 |
| Bridges Investment Management Inc. | Omaha | NE | 10/2020 | 05/2024 |
| Horsepower Today | Omaha | NE | 05/2024 | 10/2024 |
| Unemployed | Omaha | NE | 10/2024 | 05/2025 |
| D.A. Davidson | Omaha | NE | 05/2025 | Present |
UNIVERSITY OF NEBRASKA AT OMAHA DEPARTMENT OF FINANCE, BANKING AND REAL ESTATE ADVISORY BOARD; NON-INVESTMENT RELATED; OMAHA, NE; PUBLIC UNIVERSITY; ADVISORY BOARD MEMBER; START 10/10/25; 3 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I PARTICIPATE IN PERIODIC BOARD MEETINGS AND ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-22 |
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