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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-26 |
| MT | RA | APPROVED | 2013-11-13 |
Branch Locations
40 West 14Th Street Artisan Block, Great Northern Town Center, Helena, MT 59601 • 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 |
|---|---|---|---|---|
| D.A. Davidson & Co. | Helena | MT | 11/2013 | Present |
1) CAPITAL HIGH BOOSTER CLUB; NON-INVESTMENT RELATED; HELENA, MT; NON-PROFIT; TREASURY; START 6/3/19; 8 HRS/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I KEEP TRACK OF ORGANIZATIONS FINANCES AND REPORT BACK TO THE BOARD. 2) KEYSTONE WELLNESS; NON-INVESTMENT RELATED; HELENA, MT; NON-PROFIT; BOARD MEMBER/TREASURER; START 6/1/25; 1 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-16 |
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