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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2018-09-28 |
| TX | RA | APPROVED | 2018-09-28 |
Branch Locations
360 Sw Bond Street Suite 300, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Bend | OR | 05/2017 | 09/2018 |
| Pacific Capital Resource Group | Lake Oswego | OR | 03/2016 | 03/2017 |
| University Of Portland | Portland | OR | 08/2014 | 12/2016 |
| University Of Portland | Portland | OR | 08/2013 | 03/2017 |
| D.A. Davidson & Co. | Bend | OR | 09/2018 | Present |
1) FINANCIAL BEGINNINGS; INV. RELATED; PORTLAND, OR; VOLUNTEER INSTRUCTOR; START DATE 08/09/2017; 5 HRS PER YEAR; NO TIME DEVOTED DURING TRADING HOURS; TEACH FINANCIAL LITERACY. 2) PRODUCT WELLS, LLC; NON-INVESTMENT RELATED; BEND, OR; CO-OWNER; START 11/4/22; 2 HR/WK; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; ONLINE RETAIL SALES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-17 |
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