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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2025-04-30 |
| TX | RA | APPROVED | 2025-04-30 |
Branch Locations
40 West 14Th Street Artisan Block, Great Northern Town Center, Helena, MT 59601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson | Helena | MT | 06/2024 | Present |
| Wells Fargo Bank N.A. | Helena | MT | 06/2022 | 06/2024 |
| Panda Express | Helena | MT | 05/2019 | 06/2022 |
| The Montana Club | Helena | MT | 09/2018 | 07/2019 |
| Helena High School | Helena | MT | 08/2014 | 06/2019 |
NOTARY PUBLIC - STATE OF MONTANA, LEWIS AND CLARK COUNTY; INVESTMENT RELATED; EAST HELENA, MT; NOTARY PUBLIC; START 8/15/22; 1 HR/MO DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-29 |
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