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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-14 |
| VA | RA | APPROVED | 2021-04-14 |
Branch Locations
1925 Stone Spring Rd, Harrisonburg, VA 22801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Staunton | VA | 04/2017 | 02/2021 |
| The Colonnades | Charlottesville | VA | 03/2014 | 04/2017 |
| Truist Investment Services, Inc. | Harrisonburg | VA | 02/2021 | 04/2021 |
| D.A. Davidson & Co. | Harrisonburg | VA | 04/2021 | Present |
1) Rental Property; investment-related; Fayetteville, NC; Real Estate; Owner; Starting 11/3/2012; approx 2 hr/year; no time during securities trading hours; general duties related to rental property ownership 2) Rental Property; inv. related; Elkton, VA; rental property; sole proprietor; Start 4/1/22; zero hours worked per month; no time devoted during securities trading hours; rental property owner, wife handles management of the property. 3) WHITE HOUSE DESIGNS; NON-INVESTMENT RELATED; FISHERSVILLE, VA; S-CORP; OFFICER; START 2/23/16; 0 HR/YR; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; NO DUTIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-02 |
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