Best Investors
Account
Sign in
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 | 2012-04-20 |
Branch Locations
450 Regency Parkway Suite 400, Omaha, NE 68114 • United States
Omaha, NE • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Omaha | NE | 03/2012 | Present |
Eagle Run West HOA; non-investment related; Omaha, NE; Home Owners Association; Treasurer; Starting 07/27/2021; approx 1 hr/mo; no time devoted to the activity during securities trading hours; duties include collecting dues and paying bills.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-16 |
Reach out to this advisor