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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-02 |
| ID | RA | APPROVED | 2010-10-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Sandpoint | ID | 10/2010 | 12/2021 |
| D.A. Davidson & Co. | Sandpoint | ID | 12/2021 | Present |
1) RENTAL PROPERTY; NON-INVESTMENT RELATED; NEW BRAINTREE, MA; REAL ESTATE; SOLE PROPRIETOR; STARTING 6/1/16; APPROX. 1 HR/MO AND NO TIME DEVOTED TO THE ACTIVITY DURING SECURITIES TRADING HOURS. 2) LONG BRIDGE SWIM; NON-INVESTMENT RELATED; SANDPOINT, ID; NON-PROFIT; RACE DIRECTOR AND BOARD MEMBER; SINCE 07/02/2007; APPROX 4 HRS/MONTH; NO TIME DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS; DIRECTOR AND VOLUNTEER AS NEEDED. 3) KANIKSU LAND TRUST; NON-INVESTMENT RELATED; SANDPOINT, ID; NON-PROFIT; BOARD MEMBER; SINCE 07/01/2011; APPROX 6 HRS/MONTH; NO TIME DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS; BOARD MEMBER DUTIES. 4) BONNER COUNTY COMMUNIVERSITY; NON-INVESTMENT RELATED; SANDPOINT, ID; NON-PROFIT; BOARD CHAIR; STARTING 1/1/2009; APPROX. 2 HR/MO; NO TIME DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS; CHAIR BOARD MEETINGS AND COORDINATE EFFORTS TO ASSIST OTHER LOCAL NON-PROFITS. 5) JAMES ZUBERBUHLER; INVESTMENT RELATED; SANDPOINT, ID; RENTAL PROPERTY; OWNER; START 8/1/25; 1 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-14 |
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