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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-12-03 |
| NE | RA | APPROVED | 2017-02-06 |
Branch Locations
450 Regency Parkway Suite 400, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Omaha | NE | 07/2016 | Present |
1) Notary Public for state of Nebraska; non-investment related; Lincoln, NE; State of Nebraska; Notary Public; Starting 3/23/2012; 4 hr/mo and during securities trading hours; provide notary services. 2) POTTAWATTAMIE ARTS CULTURE & ENTERTAINMENT; NON-INVESTMENT RELATED; COUNCIL BLUFFS, IA; NON-PROFIT; MEMBER OF BOARD OF DIRECTORS; START 3/13/25; 2 HR/QUARTLY DURING SECURITIES TRADING HOURS; I WILL ATTEND QUARTERLY MEETINGS AND VOLUNTEER FOR VARIOUS EVENTS AT THE FACILITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-04 |
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