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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-04 |
| MT | RA | APPROVED | 2022-12-06 |
| ID | RA | APPROVED | 2021-07-13 |
Branch Locations
101 South Capitol Boulevard Suite 1800, Boise, ID 83702 • United States
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 | Boise | ID | 07/2014 | Present |
1) Rental property; non-investment related; residential rental property; owner; Boise, ID; starting 7/1/2021; approximately 1 hr/quarter. devoted to this activity; no time during securities trading hours; general duties related to being a property owner. 2) CARROLL COLLEGE ENDOWMENT INVESTMENT COMMITTEE; NON-INVESTMENT RELATED; HELANA, MT; NON-PROFIT; COMMITTEE MEMBER; START 1/1/20; 2 HR/QRTR; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; MEMBER OF THE CARROLL COLLEGE ENDOWMENT INVESTMENT COMMITTEE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-07-29 |
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