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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-09-09 |
Branch Locations
Charlottesville, VA • United States
1550 Market Street Suite 300, Denver, CO 80202 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott & Stringfellow, Llc | Richmond | VA | 04/2010 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 01/2013 | 02/2021 |
| Truist Investment Services, Inc. | Richmond | VA | 02/2021 | 08/2024 |
| Truist Advisory Services, Inc. | Richmond | VA | 02/2021 | 08/2024 |
| D.A. Davidson & Co. | Charlottsville | VA | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-24 |
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