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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-01 |
| MT | RA | APPROVED | 2014-02-14 |
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 | 06/2011 | 12/2021 |
| D.A. Davidson & Co. | Bozeman | MT | 12/2021 | Present |
Museum of the Rockies; non-investment related; 600 W. Kagy Blvd, Bozeman, MT 59715; Museum; Board Member at Large and member of the Finance & Development Committies; 10 hr/mo and during securities trading hours; attend board and committee meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-19 |
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