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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-04 |
| NE | RA | APPROVED | 2016-07-29 |
Branch Locations
450 Regency Parkway Suite 400, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Omaha | NE | 07/2016 | Present |
1) PROGRESS PROPERTIES LLC - MANAGING MEMBER. JULY 2006 - PRESENT. DUTIES ARE VARIOUS RELATED TO THE ACQUISITION OF REAL ESTATE. 2) BMS HOLDINGS LLC ; INVESTMENT RELATED; OMAHA, NE; REAL ESTATE; OWNER/MANAGER; STARTING 8/1/2018; LLC USED FOR THE ACQUISITION OF REAL ESTATE. 3) HBS HOLDINGS, LLC.; MANAGER. DECEMBER 2013 - PRESENT. OMAHA, NE. THIS IS A HOLDING ENTITY USED FOR INVESTMENTS. DUTIES INCLUDE MANAGING INVESTMENTS. 4) OMAHA ARCHDIOCESAN DEPOSIT AND LOAN FUND INC. - BOARD MEMBER AND CHAIRMAN OF THE INVESTMENT COMMITTEE. FEBRUARY 2016 - PRESENT. OMAHA, NE 68132. DUTIES INCLUDE ESTABLISHING POLICY AND FINANCIAL OBJECTIVES FOR THE ORGANIZATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-27 |
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