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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-20 |
| WA | RA | APPROVED | 2010-10-20 |
Branch Locations
151 South Worthen Street Suite 201, Wenatchee, WA 98801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Wenatchee | WA | 05/2010 | Present |
KP DESIGNS, LLC; INVESTMENT RELATED; LEAVENWORTH, WA; GOVERNOR (PASSIVE ROLE); START 8/1/25; 2 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; NIGHTLY RENTAL APARTMENT GOVERNOR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-09-17 |
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