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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-17 |
| TX | RA | APPROVED_RES | 2019-08-16 |
| OR | RA | APPROVED | 2016-07-25 |
Branch Locations
810 Main Street Suite 102, Klamath Falls, OR 97601 • United States
Tulelake, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Klamath Falls | OR | 03/2016 | 12/2021 |
| D.A. Davidson & Co. | Klamath | OR | 12/2021 | Present |
1) Basin View Ranch, LLC; non-investment related; Tulelake, CA 96134; Cattle and Sheep Ranch; Member of LLC; Starting 2012; no time devoted to this activity or during securities trading hours; I do not have an active role in the day to day operations of the ranch. 2) The Rotary Foundation; non-investment related; Klamath Falls, OR; Non-Profit; Rotarian; starting 6/1/2018; no time devoted to this activity during securities trading hours; duties include signing checks for the Foundation. 3) Klamath Community Leadership Foundation; non-investment related; Klamath Falls, OR; Non-Profit; Director and Treasurer; starting 10/7/2020; 2 hrs/month and during securities trading hours; duties include signing checks and participating in Board meetings. 4) The Rotary Club of Klamath County; Non-Investment related; Klamath Falls, OR; Non-Profit; Director/Treasurer; Start 7/1/2026; 10 hr/mo; no time devoted during securities trading hours; I will be overseeing the bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-25 |
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