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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-19 |
| OR | RA | APPROVED | 2021-07-26 |
Branch Locations
3210 Hillcrest Park Drive Suite 200, Medford, OR 97504 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Medford | OR | 09/2008 | 07/2021 |
| D.A. Davidson & Co. | Medford | OR | 07/2021 | Present |
1) Hospital Authority; investment related; Medford, OR; Hospital For Profit; Board President and Member; starting 1/31/2019; 2 hr/year; no time during securities trading hours; the board is a municipal issuing authority for Medford Oregon. 2) USA Weightlifting; non-investment related; Colorado Springs, CO; Non-Profit that supports the sport of weightlifting in the Olympics; Board of Directors; Starting 12/1/2021; 2 hr/annually; no time during securities trading hours; attend Board meetings and serve on Board of Directors. 3) JACKSON COUNTY BUDGET COMMITTEE; NON-INVESTMENT RELATED; MEDFORD, OR; GOVERNMENT ENTITY; BOARD MEMBER; START 7/1/26; 2 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; THE BUDGET COMMITTEE VOTES TO APPROVE COUNTY DEPARTMENTAL BUDGETS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-08 |
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