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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2026-03-02 |
Branch Locations
Columbia Center, 701 5Th Avenue Suite 4050, Seattle, WA 98104 • United States
Great Falls, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Great Falls | MT | 07/1998 | 08/2025 |
| Tj Maxx | Great Falls | MT | 09/2025 | 02/2026 |
| D.A. Davidson & Co. | Great Falls | MT | 03/2026 | Present |
RENTAL PROPERTY; NON-INVESTMENT RELATED; GREAT FALLS, MT; RENTAL PROPERTY; OWNER/MANAGER; STARTING 12/17/12; 4 HR/MO; NO TIME DURING SECURITIES TRADING HOURS; MANAGE PROPERTY. TRUSTEE FOR KATHERINE BIDDLE AND JARED BIDDLE TRUSTS; GREAT FALLS; STARTING 10/9/2023; 2 HR/MO; NO TIME DURING SECURITIES TRADING HOURS; ADMINISTER TRUSTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-13 |
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