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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-10 |
| WA | RA | APPROVED | 2016-02-04 |
Branch Locations
500 Broadway Suite 370, Vancouver, WA 98660 • United States
Vancouver, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Vancouver | WA | 02/2016 | Present |
1. Swift House LLC, ;non-investment related; Vancouver, WA; LLC; Partner; starting October 2015; One hour per month; no specific responsibilities for a multi unit rental property owned with family. 2. LP Publishing LLC; non-investment related; Vancouver, WA; book publishing; Agent; started in 2009; less than 1 hour/week; act as an Agent for my wife who is an author, and make quarterly tax filings, and other bookkeeping duties. 3. Halsey Street Apartments LLC; investment-related; Vancouver, WA; real estate investments and property management; Member; since 10/15/2017; approx 5 hrs/month; no time devoted during securities trading hours; duties include financial oversight and property management. 4. Scotch Bros LLC; investment-related; Vancouver, WA; real estate investments and management; member, starting 09/18/2017; approx 5 hrs/month; no time devoted during securities trading hours; duties include financial oversight, property management. 5) CORNELL HOUSE, LLC; INVESTMENT RELATED; VANCOUVER, WA; MANAGER; START 10/7/25; 1 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; RENTAL REAL ESTATE MANAGER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-07 |
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