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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-02-19 |
| TX | RA | APPROVED | 2025-02-19 |
Branch Locations
1101 E Main St, Suite 301, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Bozeman | MT | 09/2023 | 02/2025 |
| Wells Fargo Bank, Na | Bozeman | MT | 01/2015 | 02/2025 |
| D.A Davidson | Bozeman | MT | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2023-12-04 |
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