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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 |
| WA | RA | APPROVED | 2007-02-16 |
Branch Locations
12 Bellwether Way Suite 238, Bellingham, WA 98225 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Bellingham | WA | 10/2011 | Present |
1) BUCKWHEAT'S GUIDE SHACK, LLC; NON-INVESTMENT RELATED; BELLINGHAM, WA; JOINT OWNER; START 1/9/24; 0 HRS; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I JOINTLY OWN A SINGLE-FAMILY RESIDENTIAL BUILDING. 2) CORNER TAPHOUSE; NON-INVESTMENT RELATED; BELLINGHAM, WA; LLC; LIMITED PARTNER; START 10/1/24; 10 HR/WK; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; 46% OWNER OF TAPHOUSE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-29 |
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