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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-10 |
| MT | RA | APPROVED | 2004-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Whitefish | MT | 05/2004 | Present |
1) RENTAL PROPERTIES; NON-INVESTMENT RELATED; WHITEFISH, MT; SOLE PROPRIETOR; STARTING 1/15/2013; LESS THAN 5 HR/MO. DEVOTED TO THE ACTIVITY AND NO TIME DURING MARKET TRADING HOURS; OWNER OF PROPERTIES AND PAY TAXES. 2) WHITEFISH SPORTS FACILITIES FOUNDATION; NON-INVESTMENT RELATED; 121 WISCONSIN AVE, WHITEFISH, MT 59937; ICE RINK; BOARD OF DIRECTORS; STARTING 3/10/2021; 2 HR/MO AND NO TIME DEVOTED TO THIS ACTIVITY DURING TRADING HOURS; OVERSIGHT OF OPERATION OF THE RINK.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-07-14 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-14 |
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