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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-26 |
| MT | RA | APPROVED | 2007-10-19 |
Branch Locations
283 W. Front Street Suite 101, Missoula, MT 59807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Missoula | MT | 10/2009 | 11/2017 |
| D.A. Davidson & Co. | Missoula | MT | 11/2017 | Present |
BONDURANT COURT HOA; NON-INVESTMENT RELATED; TREASURER; BEGINNING 7/2012; 0-5 HR/MO. DEVOTED TO THIS ACTIVITY; NO TIME DURING MARKET TRADING HOURS; DUTIES INCLUDE COLLECT HOMEOWNER'S DUES, MONITOR ASSOCIATION ACCOUNT TO ENSURE PROPER BALANCE IS MAINTAINED IN ORDER TO PAY MONTHLY BILLS AND PAY BILLS FOR THE ASSOCIATION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-18 |
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