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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 |
| WA | RA | APPROVED | 2010-06-15 |
Branch Locations
Columbia Center, 701 5Th Avenue Suite 4050, Seattle, WA 98104 • United States
10400 Ne 4Th St. Suite 400, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Bellevue | WA | 06/2010 | Present |
1) BELLEVUE HS GIRLS BASKETBALL BOARD; NON-INVESTMENT RELATED; BELLEVUE, WA; NON-PROFIT; BOARD MEMBER; START 7/19/21; 5 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; OVERSIGHT AND BUDGET DUTIES. 2) FACTMDT, LLC; INVESTMENT RELATED; LANGLEY, WA; REGISTERED AGENT; START 11/15/22; 5 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; LLC OWNS A VACATION HOME AND A PORTION OF A FAMILY LIMITED PARTNERSHIP (FARMLAND). 3) CRUSHED, LLC; INVESTMENT RELATED; MEDINA, WA; MEMBER OF LLC; START 4/15/22; 0 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; LLC FORMED FOR THE PURPOSE OF PURCHASING A MINORITY STAKE IN A FARMING BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-09 |
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