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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-18 |
| VA | RA | APPROVED | 2023-01-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Bluefield | VA | 09/2016 | 02/2021 |
| Bluefield College | Bluefield | VA | 05/2014 | 09/2016 |
| Truist Investment Services, Inc. | Bluefield | VA | 02/2021 | 01/2023 |
| D.A. Davidson & Co. | Bluefield | VA | 01/2023 | Present |
TAZEWELL HIGH SCHOOL HALL OF FAME, LLC; NON-INVESTMENT RELATED; TAZEWELL, VA; NON-PROFIT; BOARD MEMBER; START 6/1/25; 2 HR/QUARTER; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; WE ELECT MEMBERS TO THE TAZEWELL HIGH SCHOOL HALL OF FAME AND HELP TO PROVIDE SCHOLARSHIPS TO GRADUATES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-28 |
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