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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-20 |
| WA | RA | APPROVED | 2019-03-05 |
Branch Locations
151 South Worthen Street Suite 201, Wenatchee, WA 98801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quantum | Bellevue | WA | 03/2015 | 11/2018 |
| Pro Sports Club | Bellevue | WA | 02/2018 | 11/2018 |
| D.A. Davidson & Co. | Wenatchee | WA | 11/2018 | Present |
1) WENATCHEE VALLEY COLLEGE FOUNDATION; INVESTMENT RELATED; WENATCHEE, WA; MEMBER OF BOARD OF FOUNDATION; START 7/6/20; 2-4 HR/MO DURING SECURITIES TRADING HOURS; HELP MAKE DECISIONS ABOUT HOW TO ALLOCATE GRANTS, SCHOLARSHIPS, AND AWARDS. 2) WENATCHEE SCHOOL DISTRICT; NON-INVESTMENT RELATED; WENATCHEE, WA; BASKETBALL COACH; START 5/7/21; 15 HR/WK FROM NOV. - FEB; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; COACH BASKETBALL. 3) WASHINGTON OFFICIALS ASSOCIATION; NON-INVESTMENT RELATED; RENTON, WA; NON-PROFIT; BASKETBALL OFFICIAL; START 12/1/23; 5-10 HR/WK; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; MIDDLE SCHOOL AND HIGH SCHOOL BASKETBALL REFEREE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-04 |
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