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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-09-21 |
| MT | RA | APPROVED | 2002-04-25 |
Branch Locations
1101 E Main St, Suite 301, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Bozeman | MT | 09/1999 | Present |
BON TON PRESERVATION, LLC; INVESTMENT RELATED; BOZEMAN, MT; SOLE PROPRIETOR; OWNER/MANAGER; START 2/4/26; 1 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I AM USING IT TO MAKE A PRIVATE EQUITY INVESTMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-17 |
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