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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2002-04-11 |
Branch Locations
101 South Capitol Boulevard Suite 1800, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Boise | ID | 07/1996 | 12/2021 |
| D.A. Davidson & Co. | Boise | ID | 12/2021 | Present |
1) CORDDRY FAMILY INTERESTS, LTD., TACOMA, WA; FAMILY LIMITED PARTNERSHIP; I AM A LIMITED PARTNER; WE HOLD 2 MEETINGS ANNUALLY, BOTH ON WEEKENDS, ABOUT 1.5 HOURS A PIECE; NO HOURS DURING SECURITIES TRADING HOURS; AS A LIMITED PARTNER MY DUTIES ARE BEST DESCRIBED AS "LIMITED." 2) CORDDRY EVERGREEN TRUST; INVESTMENT RELATED; NAPLES, FL; GS TRUST; TRUSTEE; STARTING 1/1/2015; APPROX. 1 HR/QUARTER; NO TIME DURING SECURITIES TRADING HOURS; NO DUTIES. 3) CORDDRY DYNASTY TRUST; INVESTMENT RELATED; NAPLES, FL, TRUST; CO-TRUSTEE; STARTING 9/25/2012; ONE HR PER MONTH; NO TIME DURING SECURITIES TRADING HOURS; DUTIES INCLUDE ACTING AS CO-TRUSTEE TO THE TRUST.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-11 |
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