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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-09-24 |
| ID | RA | APPROVED | 2011-03-03 |
Branch Locations
101 South Capitol Boulevard Suite 1800, Boise, ID 83702 • 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 |
|---|---|---|---|---|
| D.A. Davidson & Co. | Boise | ID | 03/2011 | Present |
TALAVERA HOMEOWNERS ASSOCIATION; INVESTMENT RELATED; BOISE, ID; NON-PROFIT; VICE PRESIDENT; START 5/9/25; LESS THAN 1 HR/WK; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I ASSIST THE PRESIDENT AND SECRATARY/TREASURER IN RUNNING THE ASSOCIATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 1989-05-06 |
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