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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-12-01 |
| TX | RA | APPROVED | 2025-11-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co | Kalispell | MT | 07/2023 | Present |
| A Plus Healthcare | Kalispell | MT | 09/2014 | 09/2023 |
Christ Church Episcopal- 215 3rd Ave E Kalispell, MT 59901 Treasurer for the church since 2023- 6-8 hours per month, none during securities trading hours -As Treasurer, I am responsible for managing financial records, overseeing budgeting and expenditures, preparing financial reports, managing payroll, reconciling bank accounts, and facilitating audits. Secretary of the church Foundation since 2023- 2-4 hours per quarter, 1-2 per year during securities trading hours -As an officer of the Foundation, I am responsible for assisting in financial decisions of the Foundation, mainly the amount we can sustainably gift to the church. I attend quarterly meetings and one meeting annually with our Financial Advisor during securities trading hours. I am also responsible for taking notes during all meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-25 |
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