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 |
| NE | RA | APPROVED | 2016-08-05 |
Branch Locations
450 Regency Parkway Suite 400, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Omaha | NE | 07/2016 | Present |
1) OMAHA NW ROTARY FOUNDATION INC; NON-INVESTMENT RELATED; 4205 N 101 ST, OMAHA, NE; NON-PROFIT; PRESIDENT OF BOARD OF DIRECTORS; STARTING 12/01/2018; APPROX 10 HRS/MONTH; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; DIRECT BOARD AND OVERSEE FOUNDATION ACTIVITIES. 2) SONS OF NORWAY, ELVEBY LODGE, OMAHA; NON-INVESTMENT RELATED; 3647 LAFAYETTE AVE, OMAHA, NE; FRATERNAL HERITAGE GROUP; PRESIDENT; STARTING 01/01/2015; APPROX 5 HRS/MONTH; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; ORGANIZE ACTIVITIES, PROVIDE CLUB DIRECTION, RUN CLUB MEETINGS. 3) NEBRASKA MASONIC ENDOWMENT FUND; INVESTMENT-RELATED; 301 N. COTNER BLVD, LINCOLN, NE 68505; MASONIC RETIREMENT HOME; DIRECTOR; STARTING 7/1/2021; 10 HR/YR; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; ATTEND MEETINGS, PROVIDE INPUT AND VOTE ON EXPENDITURES OF FUNDS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-31 |
Reach out to this advisor