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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-09-19 |
| MN | RA | APPROVED | 2017-09-07 |
| WA | RA | APPROVED | 2006-08-11 |
Branch Locations
601 W. Main Ave Suite 1300, Spokane, WA 99201 • United States
Excelsior, MN • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Spokane | WA | 02/2006 | Present |
1) Harrison Heights Land development on Schweitzer Mountain; investment related; Sandpoint, ID; lot and home development property; Owner; starting 12/31/2017; 5 hr/week; no time during securities trading hours. 2) Four Seasons Anguilla Unit 424; investment related; Anguilla; Rental Property; Owner Managing Partner of LLC; starting 11/17/2012; 1 hr/mo; no time during market securities trading hours; manager. 3) AJB Anguilla LLC; investment related; Anguilla; Rental Property; Owner; starting 10/3/2016; no time during the month or during market securities trading hours; duties related to owing property. 4) AJB Monroe LLC & AJB Monroe Operating Company LLC; investment related; 1306 N Monroe, Spokane, WA; real estate development; Owner/Managing Partner; Starting 11/10/2020; approx. 20 hr/mo and during securities trading hours; all duties related to management and running the company. 5) Whitworth West LLC; investment related; 924 W Hawthorne, Spokane, WA; Multi-family housing development; Owner; Starting 7/22/2020; approx. 4 hr/week; no time during securities trading hours; all duties as controlling managing partner. 6) AJB Lake Street LLC; investment related: LLC Holding Real Estate; Managing Partner; Starting 03/26/2021; 2 hr/mo; no time devoted to this activity during securities trading hours; duties related to developing real estate properties. 7) AJB USVI LLC; investment related: LLC Holding Real Estate; Managing Partner; Starting 12/1/2021; 2 hr/mo; no time devoted to this activity during securities trading hours; duties related to developing real estate properties. 8) BENJAMIN MILBRATH; INVESTMENT RELATED; 521 E. 1ST AVE. UNIT E; RENTAL PROPERTY; SOLE PROPRIETOR; START 4/19/23; 5 HR/MO DURING SECURITIES TRADING HOURS. 9) LONG BRIDGE LAND HOLDING COMPANY, LLC; INVESTMENT RELATED; SAGLE, ID; MANAGING PARTNER; START 7/1/23; 1 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; MANAGING PARTNER. 10) GLOBAL WATER II; INVESTMENT RELATED; C9GM+7WQ, ROAD TOWN, BRITISH VIRGIN ISLANDS; LEASE OF YACHT TO MOORINGS INTERNATIONAL, A DIVISION OF TRAVELOPIA; OWNER; START DATE 6/18/2024; NO HOURS DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-08 |
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