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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-01 |
| MT | RA | APPROVED | 2016-03-02 |
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 | 03/2016 | Present |
1) AMERICAN RED CROSS MONTANA REGION; NON INVESTMENT-RELATED; 1300 28TH ST S, GREAT FALLS, MT; CHARITABLE DISASTER RELIEF CORP; BOARD MEMBER; SINCE 9/03/2018; APPROX 5 HRS/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; GENERAL BOARD DUTIES. 2) STONEGATE HOA; NON-INVESTMENT RELATED; BOZEMAN, MT; HOMEOWNERS ASSOC.; TREASURER; STARTING 7/19/2021; 2 HR/MO; NO TIME DURING SECURITIES TRADING HOURS; REVIEW FINANCIAL AND HAVE CHECKWRITING ABILITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-14 |
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