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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-09-28 |
| OR | RA | APPROVED | 2015-04-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Hood River | OR | 04/2015 | Present |
(1) RENTAL PROPERTIES; INVESTMENT RELATED; SAN TAN VALLEY, AZ 85142 AS WELL AS NEWPORT PROPERTY; PARTNERSHIP; OWNER; STARTING 1/1/2011; 2 HR/YEAR; NO HOURS DEVOTED DURING TRADING HOURS; MY WIFE IS THE PROPERTY MANAGER FOR THE TWO RENTAL PROPERTIES. (2) RENTAL PROPERTY; INVESTMENT-RELATED; SALEM, OR 97302; OWNER; STARTING 06/15/2016; APPROX 5 HRS/YEAR; NO TIME DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS. (3) RENTAL PROPERTIES; INVESTMENT RELATED; HOOD RIVER, OR 97031; PARTNERSHIP; PART OWNER OF RENTAL PROPERTY WITH MY SON; STARTING 8/22/2016; NO HOURS DEVOTED TO THIS ACTIVITY OR DURING TRADING HOURS; MY SON IS THE PROPERTY MANAGER FOR THE RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-01 |
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