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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-10-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc. | West Columbia | SC | 04/2018 | 09/2021 |
| Wells Fargo Bank Na | West Columbia | SC | 06/2015 | 09/2021 |
| Truist Investment Services, Inc | Atlanta | GA | 10/2021 | 10/2022 |
| D.A. Davidson & Co. | Lexington | SC | 10/2022 | Present |
BONHOMME GREEN HOME OWNERS ASSOCIATION; NON-INVESTMENT RELATED; LEXINGTON, SC; TREASURER; START 1/1/23; 0 HRS. WRKD; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I AM THE TREASURER AND SECRETARY FOR THE HOME OWNERS ASSOCIATION WHICH HIRES A MANAGEMENT COMPANY TO HANDLE ALL THE FINANCES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-13 |
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