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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2019-08-05 |
| TX | RA | APPROVED_RES | 2019-08-02 |
| MT | RA | APPROVED | 2002-07-24 |
Branch Locations
40 West 14Th Street Artisan Block, Great Northern Town Center, Helena, MT 59601 • United States
Kihei, HI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Helena | MT | 06/2001 | Present |
1) Rental property; investment related; Helena, MT; Rental propery; Owner; Starting 2/2/2021; no time devoted to this activity as it is managed by a property manager. 2) ULUNIU TOWNHOUSE AOAO; NON-INVESTMENT RELATED; KIHEI, HI; TREASURER OF BOARD OF DIRECTORS; START 1/8/25; 4-6 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I MAINTAIN ACCOUNTING OF ALL RECEIPTS AND DISBURSEMENTS FOR THE ASSOCIATION. 3) LOHI Operations, LLC; non-investment related; Kihei, HI 96753; Owner: Commercial Fishing; start 10/1/2025; 40 hr./mo.; no time devoted during securities trading hours; Owner of the business and boat, also take care of the bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-04 |
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