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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-10 |
| MT | RA | APPROVED | 2015-03-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Kalispell | MT | 12/2014 | Present |
1) JB Capital Holdings, LLC; investment-related; Kalispell, MT 59901; Rental Properties; Owner; Starting 12/1/2019; 2 hr/mo; no time devoted to the activity during securities trading hours; duties related to owning and managing rental properties. 2) LAKE HILLS HOMEOWNERS ASSOCIATION; NON-INVESTMENT RELATED; KALISPELL, MT; NON-PROFIT; VICE PRESIDENT; START 10/25/22; 2 HRS/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; VICE PRESIDENT OF MY NEIGHBORHOOD HOA. 3) MONTANA OFFICIALS ASSOCIATION; NON-INVESTMENT RELATED; HELENA, MT; NON-PROFIT; HIGH SCHOOL FOOTBALL OFFICIAL; START 8/1/22; 6 HRS/WK; NO TIME DEVOTED DURING SECURITITES TRADING HOURS; I OFFICIATE HIGH SCHOOL FOOTBALL GAMES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-17 |
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