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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2018-10-02 |
| TX | RA | APPROVED | 2018-09-28 |
Branch Locations
360 Sw Bond Street Suite 300, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Bend | OR | 03/2009 | 09/2018 |
| D.A. Davidson & Co. | Bend | OR | 09/2018 | Present |
1) BACKPORCH COFFEE ROASTERS; NON INVESTMENT RELATED; BEND, OREGON; COFFEE SHOP SELLING COFFEE AND PASTRIES; 51% OWNERSHIP; START DATE 3/2006; 0 HRS DEVOTED. CABIN ON LAKE BILLY CHINOOK, INV RELATED, LAKE BILLY CHINOOK, START: 6/2011, 25% OWNER, 0 HOURS. 2) CABIN ON LAKE BILLY CHINOOK LLC; NON INVESTMENT RELATED; SILVER GATE, CULVER, OR; PARTNER; SINCE 08/01/2011; NO TIME DEVOTED TO THIS ACTIVITY; MAINTAIN CABIN. 3) FRIEND TO FRIEND; NON-INVESTMENT RELATED; BEND, OR; NON-PROFIT; TREASURER; START 12/4/24; 1 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-23 |
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