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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-30 |
| MT | RA | APPROVED | 2013-01-18 |
Branch Locations
1101 E Main St, Suite 301, Bozeman, MT 59715 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Bozeman | MT | 01/2013 | 12/2021 |
| D.A. Davidson & Co. | Bozeman | MT | 12/2021 | Present |
M55; NON-INVESTMENT RELATED; BOZEMAN, MT; INVESTOR AND COACH; START 7/1/26; 5 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; COACHING THROUGH REAL-WORLD STEPS OF STARTING AND OPERATING A BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-01-17 |
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