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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 |
| WA | RA | APPROVED | 2006-05-19 |
Branch Locations
2825 Colby Avenue Suite 201, Everett, WA 98201-3536 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Everett | WA | 05/2006 | Present |
1) 10 NEW MARKETS TAX CREDIT PROGRAM CITY OF EVERETT, WA, NON-INVESTMENT RELATED; EVERETT, WA 98201; ADVISORY BOARD MEMBER, BEGINNING 3/27/13; APPROX. 2 HR/MO; NO TIME DURING MARKET HOURS; RECOMMENDING PROJECTS TO THE CITY. 2) PROVIDENCE REGIONAL MEDICAL CENTER EVERETT; NON-INVESTMENT RELATED; EVERETT, WA; NON-PROFIT; BOARD MEMBER; STARTING 01/01/2018; APPROX 4 HRS/MONTH AND NO TIME DEVOTED DURING SECURITIES TRADING HOURS; PROVIDE SUPPORT AND INPUT FOR THE HOSPITAL. 3) CITY OF EVERETT SALARY COMMISSION; NON-INVESTMENT RELATED; EVERETT, WA; MUNICIPALITY/GOVERNMENT ENTITIY; MAYOR APPOINTED COMMISSIONER; START 1/31/23; 2 HR/MO DURING SECURITIES TRADING HOURS; A COMMISSION TO MAKE A FINDING OF FACT TO DETERMMINE THE SALARY RANGES FOR THE CITY COUNCIL MEMBERS AND THE MAYOR IN THE YEARS AHEAD. 4) DILLON PROPERTIES; INVESTMENT RELATED; MAPLE VALLEY, WA; LLC; START 10/23/23; 0 HRS WRKD; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; MEMBER OF LLC. 5) MULTIUSE FACILITY FISCAL ADVISORY COMMITTEE; NON-INVESTMENT RELATED; EVERETT, WA; ADVISORY COMMITTEE; POTENTIAL COMMITTEE MEMBER; START 3/27/24; 5 HR/MO DURING SECURITIES TRADING HOURS; ADVISORY COMMITTEE TO THE MAYOR'S OFFICE AND EVERETT CITY COUNCIL. 6) EVERETT PUBLIC FACILITIES BOARD; NON-INVESTMENT RELATED; EVERETT, WA; MUNICIPALITY; BOARD MEMBER; START 12/5/25; 2 HR/MO DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-27 |
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