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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-10 |
| MT | RA | APPROVED | 2008-09-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Kalispell | MT | 01/1992 | Present |
1) Swank Development Company LLC; investment related; 750 W. Reserve Dr., Kalispell, MT 59901; Commercial Property; Partner; Starting 10/1/2019; no time devoted to the business; receive income from the business. 2) 5-H Cattle Co; non-investment related; Kalispell, MT; Family Corporation; Treasurer; Starting 7/12/2021; 1 hr/year; no time devoted to the activity during securities trading hours; Treasurer of corporation only; no pay or authorization to trade investment accounts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1992-04-20 |
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