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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-07-14 |
Branch Locations
1550 Market Street Suite 300, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Westlake | TX | 02/2021 | 12/2021 |
| Cloudvirga, Inc. | Irvine | CA | 06/2019 | 08/2019 |
| Sprouts Farmers Market | Norman | OK | 01/2018 | 07/2019 |
| J And L Acquisitions Llc | Oklahoma City | OK | 08/2017 | 10/2017 |
| University Of Oklahoma | Norman | OK | 08/2015 | 12/2020 |
| Toyota Of Richardson | Richardson | TX | 05/2017 | 07/2017 |
| Fidelity Investments | Westlake | TX | 12/2021 | 04/2024 |
| Fidelity Investments | Westlake | TX | 04/2024 | 06/2026 |
| D.A. Davidson & Companies | Denver | CO | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-22 |
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