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8 Third Street North, Great Falls, MT 59401-3104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-03-01 |
Branch Locations
4901 Libbie Mill East Blvd. Suite 210, Richmond, VA 23230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caprin Asset Management, Llc | Richmond | VA | 04/2000 | 02/2023 |
| Davidson Investment Advisors, Inc. | Richmond | VA | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-19 |
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