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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-10 |
| MT | RA | APPROVED | 2007-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Whitefish | MT | 02/1990 | Present |
Northern Pines HOA; non-investment related; 210 Wild Pine Ct, Kalispell, MT; Homeowners Association; Board Member; starting 7/11/2024; approx. 1 hr and not during securities trading hours; attend board meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-05 |
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