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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-05-04 |
Branch Locations
697 E. Foothill Boulevard, Suite D, Claremont, CA 91711 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Pasadena | CA | 02/2002 | 07/2021 |
| D.A. Davidson & Co. | Pasadena | CA | 07/2021 | Present |
1) MAMGL LLC; Investment related; LaVerne, CA; Real Estate; Sole Proprietor/Owner; 01/2018; 2 hr/wk; no time during business hours; Real estate investment and property management. 2) Lid Vic Investments LLC; investment related; LaVerne, CA; Real Estate; Owner; Starting 12/1/2009; 2 hr/wk; no time during business hours; real estate invesment and property management. 3) UNIVERSITY OF LA VERNE; NON-INVESTMENT RELATED; LA VERNE, CA; NON PROFIT; ADVISORY BOARD MEMBER; 9/15/22; 1 HR/WK DURING SECURITIES TRADING HOURS; CHAIRMAN.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-30 |
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