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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-08 |
| OR | RA | APPROVED | 2009-11-18 |
Branch Locations
3210 Hillcrest Park Drive Suite 200, Medford, OR 97504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Medford | OR | 11/2009 | Present |
1) SO ESTATE PLANNING COUNCIL; INVESTMENT RELATED; MEDFORD, OR; ESTATE PLANNING COUNCIL; BOARD OF DIRECTORS; STARTING 10/1/2021; 3 HR/MO; NO TIME DURING SECURITIES TRADING HOURS; SERVE ON BOARD OF DIRECTORS AND PARTICIPATE IN BOARD MEETINGS. 2) HEARTS AND VINES FOUNDATION; NON-INVESTMENT RELATED; MEDFORD, OR; NON-PROFIT; MEMBER; START 1/1/25; 1-2 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; BOARD OF DIRECTORS MEMBER. 3) CHAMBER OF MEDFORD/JACKSON COUNTY BOARD OF DIRECTORS; NON-INVESTMENT RELATED; MEDFORD, OR; NON-PROFIT; BOARD OF DIRECTORS; START 3/1/25; 2 HR/MO DURING SECURITIES TRADING HOURS. 4) CHAMBER OF MEDFORD/JACKSON COUNTY; NON-INVESTMENT RELATED; MEDFORD, OR; BOARD OF DIRECTORS EXECUTIVE COMMITTEE; START 7/1/26; 4 HR/MO DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-07 |
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