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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-11 |
| WA | RA | APPROVED | 2006-06-23 |
Branch Locations
102 West Main Street Suite 200, Walla Walla, WA 99362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Walla Walla | WA | 06/2006 | Present |
1) Walla Walla High School. Non-Investment related. Walla Walla, WA. Municipality/Government entity. Boys head golf coach. Start 3/1/22. 20 hours worked weekly. 0 hours devoted during securities trading hours. Coach of boys golf. 2) WALLA WALLA COUNTRY CLUB; NON-INVESTMENT RELATED; WALLA WALLA, WA; NON-PROFIT; SECRETARY; START 9/2/19; 4 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I TAKE MINUTES OF MONTHLY MEETING OF BOARD.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1989-10-02 |
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