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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-12-18 |
| MT | RA | APPROVED | 2011-08-08 |
Branch Locations
176 Timberwolf Pkwy, Kalispell, MT 59901 • United States
Big Arm, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Kalispell | MT | 09/1996 | Present |
1) Freedom 400; non-investment related; Kalispell, MT; Non-profit; Board Member; starting 10/1/15; 2/hrs per month; no time during market trading hours; duties include helping with fundraising & budgeting counseling. 2) Norwex; non-investment related; Coppell, TX; Corporation for sale of environmentally friendly cleaning products; sales consultant; Starting 2/7/2019; 2 hr/mo; no time during securities trading hours; sale of the company's products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-09 |
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