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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 |
| ID | RA | APPROVED | 2002-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Sandpoint | ID | 01/2001 | Present |
1) RESIDENTIAL REAL ESTATE & INVESTMENT PROPERTIES; INVESTMENT-RELATED; OWNER; BEGINNING 8/1/1999; APPROXIMATELY 2 HRS/MONTH DEVOTED TO THE BUSINESS AND DURING MARKET TRADING HOURS. 2) HADLEY BOAT STORAGE; INVESTMENT RELATED; SANDPOINT, ID; SOLE PROPRIETOR; OWNER; START 1/1/2000; 1 HR/MO; 2 HRS/YRLY DEVOTED DURING SECURITES TRADING HOURS; I USE A PROPERTY MANAGEMENT COMPANY TO HANDLE. 3) CULVER'S CROSSING HOMEOWNER'S ASSOCIATION; NON-INVESTMENT RELATED; SANDPOINT, ID; CORPORATION; PRESIDENT; START 4/15/23; 2 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; MAINTAIN COMMON PROPERTY WITH THE CULVER'S CROSSING SUBDIVISION. 4) CULVER'S CROSSING HOUSING, LLC; INVESTMENT RELATED; SANDPOINT, ID; SOLE MEMBER; START 4/1/23; 20 HR/MO DURING SECURITIES TRADING HOURS; MANAGING MEMBER OF WORKFORCE HOUSING PROJECT. 5) NANCY HADLEY; INVESTMENT RELATED; SANDPOINT, ID; SOLE PROPRIETOR; OWNER/DEVELOPER; START 4/1/23; 5 HR/MO DURING SECURITIES TRADING HOURS; DEVELOPING RESIDENTIAL REAL ESTATE LOTS. 6) TANZANITE TREE FARM; NON-INVESTMENT RELATED; SANDPOINT, ID; OWNER; START 1/1/22; 5 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I MONITOR FOREST FOR DISEASE AND PLANT TREES AND SHRUBS. 7) HUNT TO CONSERVE, INC; NON-INVESTMENT RELATED; MISSOULA, MT; NON-PROFIT; BOARD OF DIRECTORS, TREASURER; START 12/17/24; 2 HR/MO DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-05 |
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