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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-09-24 |
| MT | RA | APPROVED | 2000-02-14 |
Branch Locations
1711 North First Street, Hamilton, MT 59840 • United States
283 W. Front Street Suite 101, Missoula, MT 59807 • United States
49 North Main, Butte, MT 59701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Missoula | MT | 01/1995 | Present |
1) THE ROXY THEATER; NON-INVESTMENT RELATED; MISSOULA, MT; NON-PROFIT; DIRECTOR; START 4/8/25; 2 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I PROVIDE DIRECTION ON THE BUSINESS. 2) BEAR HARBOR HOMEOWNERS ASSOCIATION; NON-INVESTMENT RELATED; CORPORATION; POLSON, MT; FINANCE COMMITTEE MEMBER; START 8/25/25; 1 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I ASSIST WITH MANAGING COMMON AREAS AND FINANCIAL MANAGEMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-16 |
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