Todd Allan Preston

Current Employers

D.A. Davidson & Co.

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2019-02-26
MT	RA	APPROVED	2002-04-25

TX RA
APPROVED_RES

Since 2019-02-26
MT RA
APPROVED

Since 2002-04-25

Branch Locations

Hart Albin Bldg. 208 N. Broadway Suite 100, Billings, MT 59101 • 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

Organization	City	State	From	To
D.A. Davidson & Co.	Billings	MT	09/2002	Present

09/2002 → Present

D.A. Davidson & Co.

Billings, MT

Previous Registrations

2002-06-27 → 2004-12-31

Davidson Investment Advisors, Inc.

Great Falls, MT

Other Businesses

1) School District #2 Audit Committee; non-investment related; Billings, MT; non-profit organization; Audit Committee Chair; starting 6/1/2012; approx. 4 hrs per year; no time devoted to this activity during securities trading hours; review audit and recommend outside firm to conduct audit. 2) SHADOW LAWN HOME OWNERS ASSOCIATION; NON-INVESTMENT RELATED; BILLINGS, MT; SECRETARY/TREASURER; START 1/1/25; LESS THAN 1 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I TAKE NOTES AT ANNUAL MEETING AND REVIEW THIRD PARTY PROPERTY MANAGER PERFORMANCE.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-10-06
S63	Uniform Securities Agent State Law Examination	1991-03-02

S65 Uniform Investment Adviser Law Examination

1999-10-06
S63 Uniform Securities Agent State Law Examination

1991-03-02

View on SEC IAPD