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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-26 |
| UT | RA | APPROVED | 2010-05-04 |
Branch Locations
95 S State St Suite 1500, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Salt Lake City | UT | 09/2000 | Present |
1) ENSIGN HOSPITALITIES, LLC, 457 N 200 E FARMINGTON, UT 84025; INVESTMENT-RELATED; PARTNER IN THE LLC WHICH OWNS THE HILTON HOTEL IN ST. GEORGE, UT; INVESTOR ONLY IN THE BUSINESS, AND DO NOT HAVE ACTIVE DUTIES FOR THE OPERATIONS OF THE BUSINESS. 2) BUTTREY REALTY; INVESTMENT RELATED; GREAT FALLS, MT; BOARD MEMBER; SINCE 03/01/2017; APPROX 5 HRS/YR; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; MEET ONCE A YEAR TO DISCUSS VARIOUS PROPERTIES. 3) RENTAL PROPERTY; INVESTMENT-RELATED; GREAT FALLS, MT; REAL ESTATE; OWNER; STARTING 10/1/2010; 20 HR/YEAR; NO TIME DURING SECURITIES TRADING HOURS; DUTIES RELATED TO PROPERTY OWNERSHIP AND MAINTENANCE. 4) FARMINGTON YOUTH FOOTBALL; NON-INVESTMENT RELATED; SALT LAKE CITY, UT; NON-PROFIT; PRESIDENT; START 6/14/23; 6 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; PRESIDENT OF THE YOUTH FOOTBALL LEAGUE IN MY AREA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-06 |
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