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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-12-09 |
| TX | RA | APPROVED_RES | 2018-10-08 |
| MT | RA | APPROVED | 2008-07-16 |
Branch Locations
Minneapolis, MN • United States
283 W. Front Street Suite 101, Missoula, MT 59807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Missoula | MT | 04/2008 | 12/2021 |
| D.A. Davidson & Co. | Missoula | MT | 12/2021 | Present |
TRAILWEST BANK CORP; INVESTMENT RELATED; LOLO, MT 59847; BANK; DIRECTOR, BOARD OF DIRECTORS; STARTING 8/3/2018; 30 HR/ANNUALLY; NO TIME DURING SECURITIES TRADING HOURS; ATTEND BOARD MEETINGS AND SERVE ON AUDIT COMMITTEE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-26 |
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