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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-11-28 |
| ID | RA | APPROVED | 2017-06-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D. A. Davidson & Co. | Sandpoint | ID | 11/2014 | 01/2017 |
| D. A. Davidson & Co. | Sandpoint | ID | 01/2017 | 06/2017 |
| D.A. Davidson & Co. | Sandpoint | ID | 06/2017 | Present |
1) FRIENDS OF STIDWELL; NON-INVESTMENT RELATED; SAGLE, ID; NON-PROFIT; VICE-CHAIRMAN; START 1/17/20; 1/2 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; HELP MAKE DECISIONS ON EQUIPMENT PURCHASE, SNOW REMOVAL. 2) WHISKEY JACK OWNERS ASSOCIATION; NON-INVESTMENT RELATED; SANDPOINT, ID; NON-PROFIT; HOA PRESIDENT; START 8/31/23; 3 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I MAKE DECISIONS ON ROAD MAINTENANCE AND OTHER HOA DUTIES. 3) KOOTENAI PONDERAY SEWER DISTRICT; NON-INVESTMENT RELATED; SANDPOINT, ID; MUNICIPALITY; BOARD MEMBER; START 3/1/24; 3 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; WE APPROVE ACTION ITEMS AND VOTE ON BUSINESS MATTERS AND BILLS. 4) WHISKEY JACK FAMILY, LLC; INVESTMENT RELATED; SANDPOINT, ID; MANAGING MEMBER; START 7/1/26; 10 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; WE BUY,SELL AND RENT REAL ESTATE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-05 |
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