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Shawna Marion

D.A. Davidson & Co.

Great Falls, MT

Nice, CA

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Current Employers
D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-14
  • CA RA
    APPROVED
    Since 2025-08-14

Branch Locations

8 Third Street North, Great Falls, MT 59401-3104 • UNITED STATES

Nice, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Fort Mill SC 04/2008 08/2019
D.A. Davidson & Co. Nice CA 03/2021 Present
Unemployed Concord NC 08/2019 07/2020
Fmr Parts Locust NC 07/2020 03/2021
  • 04/2008 → 08/2019
    Lpl Financial Llc
    Fort Mill, SC
  • 03/2021 → Present
    D.A. Davidson & Co.
    Nice, CA
  • 08/2019 → 07/2020
    Unemployed
    Concord, NC
  • 07/2020 → 03/2021
    Fmr Parts
    Locust, NC
Previous Registrations
  • 2008-04-28 → 2019-09-30
    Lpl Financial Llc
    Charlotte, NC
    Fort Mill, SC
    Fort Mill, SC
  • 2005-10-10 → 2008-04-14
    Wells Fargo Clearing Services, Llc
    Oakhurst, NJ
    Toms River, NJ
    Charlotte, NC
  • 2004-10-20 → 2004-11-02
    Banc Of America Investment Services, Inc.
    Charlotte, NC
  • 2003-09-23 → 2004-10-20
    Quick & Reilly, Inc.
    Point Pleasant, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-22
  • S66 Uniform Combined State Law Examination
    2003-09-22
Other Names
  • Shawna Lynn Marion
  • Shawna Lynn Marion
  • Shawna Lynn Kruse
  • Shawna Lynn Cowan
  • Shawna Conwan
  • Shawna Lynn Cowan

View on SEC IAPD

Other Firms

DAVIDSON INVESTMENT ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
FIRST COMMAND ADVISORY SERVICES
LPL ENTERPRISE, LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Other Investors

LOUIS GINO DILELLO
JEFFREY JOHN KOTSMITH
COURTNEY ELLIS
SEAN THOMAS STURGES
WILLIAM THOMAS WALKER
TRACY MARIE EISENBARTH
Burk Anthony McDaniel
Bryce Daniel Widhalm

Other Offices

DAVIDSON INVESTMENT ADVISORS, INC. · GREAT FALLS, MT
COMMONWEALTH FINANCIAL NETWORK · Great Falls, MT
LPL FINANCIAL LLC · GREAT FALLS, MT
CETERA INVESTMENT ADVISERS LLC · GREAT FALLS, MT
EDWARD JONES · GREAT FALLS, MT
FIRST COMMAND ADVISORY SERVICES · Great Falls, MT
LPL FINANCIAL LLC · GREAT FALLS, MT
LPL ENTERPRISE, LLC · GREAT FALLS, MT

More in Great Falls, MT

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