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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-01-17 |
| TX | RA | APPROVED_RES | 2020-02-18 |
| OR | RA | APPROVED | 2018-09-14 |
Branch Locations
Two Centerpointe Drive Suite 200, Lake Oswego, OR 97305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Lake Oswego | OR | 05/1991 | Present |
J&A Properties; investment related; Lake Oswego, OR; Rental Real Estate; Owner; Starting 04/27/2021; 1 hr/wk; no time during securities trading hours; general duties related to rental properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-03 |
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