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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-09-21 |
| MT | RA | APPROVED | 2010-09-30 |
Branch Locations
1101 E Main St, Suite 301, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Bozeman | MT | 09/2010 | Present |
1) The Bridger Bowl Foundation; non-investment related; Bozeman, MT 59715; Organization to provide funds for kids to ski, rental tickets and lessons; President; starting 12/1/2016; 3 hr/mo; no time during securities trading hours; hold meetings to ensure funds are paid to Bridger Bowl Snow sports to support kids, also have trading authority for organization's investment accounts. 2) OWEN FAMILY CABIN, LLC; INVESTMENT RELATED; BOZEMAN, MT; MANAGER; START 12/17/24; 0 HR/YR; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I AM THE MANAGER OF THE LLC. 3) FONS, LLC; INVESTMENT RELATED; BOZEMAN, MT; MANAGER/MEMBER; START 12/4/25; 1 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I WRITE CHECKS AND MOVE MONEY FOR THE ENTITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-23 |
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