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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 |
| NE | RA | APPROVED | 2016-07-29 |
Branch Locations
115 Canopy Street Suite 400, Lincoln, NE 68508 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Lincoln | NE | 07/2016 | 12/2021 |
| D.A. Davidson & Co. | Lincoln | NE | 12/2021 | Present |
1) CAMP SOTA, LLC (FAMILY OWNED) - MANAGER. JUNE 2012 - PRESENT. DUTIES INCLUDE PAYING TAXES AND OTHER MANAGEMENT DUTIES. 2) TDH LEGACY, LLC; INVESTMENT RELATED; LINCOLN, NE; LLC REAL ESTATE; MANAGER/OWNER; STARTING 7/11/2017; APPROX. 5 HRS ANNUALLY; NO TIME DURING SECURITIES TRADING HOURS; ESTABLISHED LLC FOR PURCHASE OF REAL ESTATE FOR PERSONAL INVESTMENT. 3) MADONNA FOUNDATION; NON-INVESTMENT RELATED; 5401 SOUTH ST, LINCOLN, NE 68506; REHABILITATION HOSPITAL; VOLUNTEER BOARD MEMBER; SINCE 03/14/2018; APPROX 1 HR/QTR; ATTEND BOARD MEETINGS. 4) FIVE POINTS BANK; NON INVESTMENT RELATED; 8500 S 30TH, LINCOLN, NE; CORPORATION; ADVISORY BOARD MEMBER; SINCE 11/15/2018; APPROX 4 HRS/YR; NO TIME DEVOTED TO THE ACTIVITY DURING SECURITIES TRADING HOURS; PROVIDE FEEDBACK ON VARIETY OF TOPICS FOR THE BANK. 5) HAYLANDO, LLC; INVESTMENT RELATED; LINCOLN, NE; ASSISTANT MANAGER; START 9/1/23; 1 HR/QRTR; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I PAY THE TAXES, INSURANCE, ELECTRIC AND WATER BILLS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-24 |
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