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88 Post Road West 2Nd Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-10-13 |
| TX | RA | APPROVED | 2025-10-13 |
Branch Locations
1201 Dove Street Suite 200, Newport Beach, CA 92660 • United States
208 1St Ave E, Kallispell, MT 59902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time School | Kalispell | MT | 08/2014 | 06/2019 |
| D.A. Davidson | Kalispell | MT | 06/2018 | 08/2018 |
| San Diego State University | San Diego | MT | 06/2019 | 05/2024 |
| D.A. Davidson | San Diego | CA | 05/2024 | 07/2024 |
| D.A. Davidson | Kalispell | MT | 07/2024 | 10/2025 |
| D.A. Davidson | San Diego | CA | 06/2023 | 08/2023 |
| Alliance Global Partners | New York | NY | 10/2025 | Present |
Barkus Wealth Management, investment-related, 60 Four Mile Dr., Unit 12, Kalispell, MT 59901, financial advising and account management, Financial Advisor, start date 10-21-2025; 40 hrs/month, all during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-21 |
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