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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-09-24 |
| ID | RA | APPROVED | 2016-07-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Idaho Falls | ID | 11/2014 | Present |
1) EAST IDAHO FALLS ROTARY CLUB; NON-INVESTMENT RELATED; IDAHO FALLS, ID; NON-PROFIT; PRESIDENT; START 7/1/23; 5 HRS/WK DURING SECURITIES TRADING HOURS; BOARD MEMBER. 2) IDAHO FALLS YOUTH ARTS CENTER; NON-INVESTMENT RELATED; IDAHO FALLS, ID; NON-PROFIT; BOARD MEMBER; START 1/15/25; 2 HR/WK; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I WILL ATTEND BOARD MEETINGS AND VOTE ON VARIOUS PROJECTS. 3) IDAHO FALLS SCHOOL DISTRICT 91; NON-INVESTMENT RELATED; IDAHO FALLS, ID; MUNICIPALITY; ASSISTANT WRESTLING COACH; START 11/12/25; 40 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-02 |
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