Best Investors
Account
Sign in
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 |
| MT | RA | APPROVED | 2008-07-21 |
Branch Locations
40 West 14Th Street Artisan Block, Great Northern Town Center, Helena, MT 59601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Helena | MT | 05/2008 | Present |
1) MONTANA TEACHERS RETIREMENT SYSTEM (MTRS); NON-INVESTMENT RELATED; HELENA, MT; PUBLIC EMPLOYEE PENSION PLAN; BOARD MEMBER; STARTING 8/7/2015; 12 HR/QUARTER AND DURING SECURITIES TRADING HOURS; ENACT GOVERNANCE, ORGANIZATIONAL, AND ADMINISTRATIVE POLICIES TO FACILITATE THE MTRS BUSINESS PRACTICES AND COMPLY WITH FEDERAL AND STATE LAWS. 2) RENTAL PROPERTIES; INVESTMENT RELATED; HELENA, MT; REAL ESTATE; LANDLORD/OWNER; STARTING 7/1/2004; 20 HR/MO; NO TIME DURING SECURITIES TRADING HOURS; GENERAL DUTIES RELATED TO PROPERTY OWNERSHIP. 3) MONTANA BOARD OF INVESTMENTS; INVESTMENT RELATED; HELENA, MT; MUNICIPALITY/GOVERNMENT ENTITY; BOARD MEMBER; START 12/13/21; 8-10 HRS/QRTR DURING SECURITIES TRADING HOURS; VOLUNTEER BOARD POSITION FOR A PUBLIC ENTITY. 4) TACO DOWLER YOUTH FOUNDATION; NON-INVESTMENT RELATED; BOZEMAN, MT; NON-PROFIT; VOLUNTEER BOARD MEMBER; START 7/9/26; 2 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; GENERAL BOARD-LEVEL OVERSIGHT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-18 |
Reach out to this advisor