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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-06 |
| WA | RA | APPROVED | 2018-08-01 |
Branch Locations
Columbia Center, 701 5Th Avenue Suite 4050, Seattle, WA 98104 • United States
Everett, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Renton | WA | 07/2017 | 12/2017 |
| Western Washington University | Bellingham | WA | 09/2015 | 06/2017 |
| Macy's | Bellingham | WA | 10/2015 | 01/2017 |
| D.A. Davidson & Co. | Seattle | WA | 01/2018 | Present |
MIX IT UP WITH MARY, LLC; NON-INVESTMENT RELATED; EVERETT, WA; CONTENT CREATOR; START 9/4/24; 5-10 HR/WK, NO TIME DEVOTED DURING SECURITIES TRADING HOURS; SOCIAL MEDIA CONTENT CREATOR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-18 |
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