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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-05-17 |
| TX | RA | APPROVED | 2023-05-16 |
Branch Locations
401 North 31St Street Suite 1610, Billings, MT 59101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Billings | MT | 06/2018 | 09/2021 |
| Resource Financial Planning, Inc. | Portland | OR | 09/2016 | 06/2018 |
| Stifel Nicolaus & Co Inc | Billings | MT | 09/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-15 |
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