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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-23 |
| OR | RA | APPROVED | 2016-02-16 |
Branch Locations
1495 Nw Garden Valley Suite 201, Roseburg, OR 97471 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Roseburg | OR | 02/2016 | Present |
1) UMPQUA VALLEY TENNIS CENTER; NON-INVESTMENT RELATED; ROSEBURG, OR 97471; TENNIS CLUB; BOARD MEMBER; STARTING 6/27/2018; 2 HR/MO; NO TIME DURING SECURITIES TRADING HOURS; DUTIES INCLUDE MONITORING ACTIVIES OF THE ORGANIZATION. 2) E.L HANSELL IRVC TRUST; INVESTMENT RELATED; ELKHART, IN; IRREVOCABLE LIFE INSURANCE TRUST; CO-TRUSTEE; STARTING 8/1/2016; 2 HR/YEARLY; NO TIME DURING SECURITIES TRADING HOURS; ADMINISTER ANNUAL INSURANCE PAYMENT. 3) UMPQUA ENHANCEMENT FISHING DERBY; NON-INVESTMENT RELATED; ROSEBURG, OR; NON-PROFIT; CHAIRMAN OF FISHING DERBY; START 1/1/23; ONE LARGE ANNUAL EVENT; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; WE RAISE MONEY FOR THE FISHING RESTORATION PROJECT IN THE UMPQUA RIVER BASIN.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-23 |
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