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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-25 |
| ID | RA | APPROVED | 2018-04-10 |
Branch Locations
101 South Capitol Boulevard Suite 1800, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank | Boise | ID | 06/2015 | 03/2018 |
| D.A. Davidson & Co. | Boise | ID | 03/2018 | 05/2018 |
| D.A. Davidson & Co. | Boise | ID | 05/2018 | Present |
ST. ALPHONSUS FOUNDATION; NON-INVESTMENT RELATED; BOISE, ID 83706; HOSPITAL; BOARD OF DIRECTORS; STARTING 1/1/2019; 2 HR/MO AND DURING SECURITIES TRADING HOURS; ADVISE ON VISION, MISSION, AND GIVING STRATEGIES FOR THE HOSPITAL'S FOUNDATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-10 |
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