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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 | 2016-08-01 |
Branch Locations
450 Regency Parkway Suite 400, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Omaha | NE | 07/2016 | Present |
1) LAMP OF LEARNING EDUCATIONAL FOUNDATION; NON-INVESTMENT RELATED; PO BOX 22888 LINCOLN, NE; NON-PROFIT; SECRETARY; STARTING 04/03/2017; APPROX 4 HOURS PER YEAR; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; MEETING MINUTES, VOTING BOARD MEMBER. 2) FIRE RIDGE HOA; NON-INVESTMENT RELATED; ELKHORN, NE; HOMEOWNERS ASSOC.; BOARD OF DIRECTORS; STARTING 1/1/2019; 2 HR/QUARTER AND NO TIME DURING SECURITIES TRADING HOURS; MANAGEMENT OF HOA. 3) 5711 HOLDINGS LLC; INVESTMENT-RELATED; 8210 DUNDEE DR, LINCOLN, NE 68510; REAL ESTATE INVESTMENT; MEMBER; STARTING 12/5/2019; NO TIME DEVOTED TO THE ACTIVITY; PURCHASE OF COMMERCIAL/INDUSTRIAL REAL ESTATE. 4) ZY LINCOLN LLC; INVESTMENT RELATED; 1919 S. 40TH ST, STE. 201, LINCOLN, NE 68506; REAL ESTATE INVESTMENTS; MEMBER/INVESTOR; STARTING 4/30/2021; 10 HR/YR; NO TIME DURING SECURITIES TRADING HOURS; REAL ESTATE INVESTMENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-20 |
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