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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-23 |
| ID | RA | APPROVED | 2021-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Sandpoint | ID | 09/2015 | 04/2021 |
| D.A. Davidson & Co. | Sandpoint | ID | 04/2021 | Present |
1) SANDPOINT RENAISSANCE ASSOCIATION; NON-INVESTMENT RELATED; SANDPOINT, ID; NON-PROFIT ORGANIZATION; BOARD MEMBER & SECRETARY; STARTING 10/15/2019; 50 HR/YR; NO TIME DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS; ATTEND MEETINGS AND PREPARE MINUTES. 2) STATE OF IDAHO NOTARY PUBLIC; NON-INVESTMENT RELATED; SANDPOINT, ID 83864; STATE OF IDAHO; NOTARY PUBLIC; STARTING 1/9/23; 1 HR/QUARTER AND DURING SECURITIES TRADING HOURS; PROVIDE NOTARY SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2017-06-16 |
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