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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-31 |
| ID | RA | APPROVED | 2024-11-25 |
Branch Locations
101 South Capitol Boulevard Suite 1800, Boise, ID 83702 • 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 |
|---|---|---|---|---|
| Rbc Capital Markets Corp | Portland | OR | 05/2008 | 09/2019 |
| D.A. Davidson & Co. | Boise | ID | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-27 |
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