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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-10-02 |
Branch Locations
8 Third Street North, Great Falls, MT 59401-3104 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caprin Asset Management, Llc | Richmond | VA | 06/2010 | 03/2023 |
| Davidson Investment Advisors, Inc. | Richmond | VA | 03/2023 | 10/2024 |
| D.A. Davidson & Co. | Chester | VA | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-27 |
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