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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 |
| MT | RA | APPROVED | 2009-08-13 |
Branch Locations
Hart Albin Bldg. 208 N. Broadway Suite 100, Billings, MT 59101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Billings | MT | 08/2009 | Present |
1) SNOWY MTN INVESTORS; REAL ESTATE DEVELOPMENT, INVESTMENT RELATED - I AM AN INVESTMENT PARTNER. I DO NOT SPEND ANY TIME DURING MARKET HRS INVOLVED WITH IT. APPROX. 1 HR/MO. 2) AIRPORT CAR CONDOS, LLC.; INVESTMENT RELATED; 80 BUFFALO HILL DR, KALISPELL, MT 59901; LLC FOR REAL ESTATE DEVELOPMENT; INVESTOR/PARTNER; STARTING 4/21/2002; NO TIME DEVOTED TO THIS ACTIVITY DURING THE MONTH OR DURING SECURITIES TRADING HOURS; NO DUTIES AS AN INVESTOR. 3) MARINA CAY RESORT AND CONFERENCE CENTER; NON-INVESTMENT RELATED; 180 VISTA LANE, UNIT 357WF, BIGFORK, MT 59911; CONDOMINIUM COMPLEX; OWNER; STARTING 01/31/2011; NO TIME DEVOTED TO THIS ACTIVITY OR DURING SECURITIES TRADING HOURS; VACATION PROPERTY OWNER. 4) GREAT FALLS CAR CONDO ASSOCIATION; NON-INVESTMENT RELATED; BILLINGS, MT; ASSOCIATION; BOOKKEEPER; START 1/1/13; 1 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; HELP COLLECT DUES AND ENSURE BILLS FOR THE HOA ARE PAID. 5) BILLINGS WEST ROTARY CLUB; NON-INVESTMENT RELATED; BILLINGS, MT; SERVICE CLUB; PRESIDENT, PRESIDENT ELECT, BOARD MEMBER; START 5/30/25; 4 HR/MO DURING SECURITIES TRADING HOURS; COMMUNITY SERVICE ORGANIZATION.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-02-03 |
| S65 | Uniform Investment Adviser Law Examination | 1996-02-03 |
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