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Current Employers
D.A. Davidson & Co.

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-12-09
TX RA APPROVED_RES 2018-10-08
MT RA APPROVED 2008-07-16
  • MN RA
    APPROVED
    Since 2025-12-09
  • TX RA
    APPROVED_RES
    Since 2018-10-08
  • MT RA
    APPROVED
    Since 2008-07-16

Branch Locations

Minneapolis, MN • United States

283 W. Front Street Suite 101, Missoula, MT 59807 • 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. Missoula MT 04/2008 12/2021
D.A. Davidson & Co. Missoula MT 12/2021 Present
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-07-15
S63 Uniform Securities Agent State Law Examination 2006-05-26
  • S65 Uniform Investment Adviser Law Examination
    2008-07-15
  • S63 Uniform Securities Agent State Law Examination
    2006-05-26
Designations
Other Names
  • Sydney Elaine Weikert
  • Sydney Elaine Stabio
  • Sydney Elaine Weikert
  • Sydney Elaine Carlino

View on SEC IAPD

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