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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-01 |
| ID | RA | APPROVED | 2012-01-09 |
| WA | RA | APPROVED | 2012-01-09 |
Branch Locations
1812 N Lakewood Drive Suite 200, Coeur D'ALene, ID 83814 • United States
601 W. Main Ave Suite 1300, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Spokane | WA | 11/2011 | Present |
Brickert Country Estates Homeowners' Association, Inc. Non-Invest. related. 6607 E Octavia Court, Post Falls, ID 83854. Home Owners Association. Board of Director. Start 1/1/22. One (1) hour monthly. No hours devoted during trading hours. I help the BOD make decisions pertaining to our HOA and approve our annual budget, I attend 3-4 meetings each year and can respond to several random inquiries throughout the year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-06 |
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