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Daniel Joseph Leach

D.A. Davidson & Co.

Everett, WA

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Current Employers
D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2018-10-10
WA RA APPROVED 2006-05-19
  • TX RA
    APPROVED_RES
    Since 2018-10-10
  • WA RA
    APPROVED
    Since 2006-05-19

Branch Locations

2825 Colby Avenue Suite 201, Everett, WA 98201-3536 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
D.A. Davidson & Co. Everett WA 05/2006 Present
Previous Registrations
  • 2005-09-28 → 2006-05-19
    Wells Fargo Investments, Llc
    Everett, WA
    Seattle, WA
    Marysville, WA
    Everett, WA
    Seattle, WA
    Everett, WA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-09-27
  • S66 Uniform Combined State Law Examination
    2005-09-27
Designations

View on SEC IAPD

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