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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-08 |
| MT | RA | APPROVED | 2005-06-21 |
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 | 05/1994 | Present |
1) BRIAN AND SHELBY BROWN; INVESTMENT RELATED; BIG SKY, MT; SOLE PROPRIETOR; CO-OWNER; START 8/12/21; 3 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; DUTIES ARE YARD MAINTENANCE AND SNOW REMOVAL. 2) HOMEOWNERS ASSOCIATION OF MINOR SUBDIVISION NO. 85, INC., DBA POINTED RIDGE HOMEOWNERS ASSOCIATION; NON-INVESTMENT RELATED; BOZEMAN, MT; NON-PROFIT; HOA PRESIDENT; START 11/19/19; 1 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I ORGANIZE MEETINGS, PREPARE AGENDAS AND ALLOCATE HOA FUNDS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-14 |
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