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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 | 2006-08-25 |
Branch Locations
283 W. Front Street Suite 101, Missoula, MT 59807 • United States
49 North Main, Butte, MT 59701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Missoula | MT | 08/2006 | Present |
1) 6-Ceders, LLC; investment related; Missoula, MT; LLC to own and develop real estate; Member/Owner; starting 11/2/2015; approx 5 hr/mo. and during securities trading hours; administration of the LLC. 2) Trail West Bank; Investment Related; 11300 US-93, Lolo, MT 59847; Banking, Consumer and Commercial Lending; Director - Missoula area Advisory Board; Starting 07/05/2016; Approx 6 hr/mo during securities trading hours; Review bank business with management, provide input and information when necessary. 3) Le Penseur, LLC; investment-related; Missoula, MT; LLC for real estate investement; Authorized Agent; starting 4/12/2018; approximately 4 hr/mo during securities trading hours. Duties include general administration of business. 4) University of Montana; investment related; Missoula, MT; University; Faculty Instructor; Starting 8/1/2020; 50 hr/year; no time during securities trading hours; teach a Portfolio Management Course at the University as a paid Instructor. 5) MISSOULA AREA ALUMNI ASSOCIATION - SIGMA CHI FRATERNITY; NON-INVESTMENT RELATED; MISSOULA, MT; NON-PROFIT; PRESIDENT OF MISSOULA AREA ALUMNI ASSOCIATION; START 1/1/20; 1 HR/MO DURING SECURITIES TRADING HOURS; FACILITATE ACTIVITIES FOR ALUMNI OF THE FRATERNITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-22 |
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