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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-25 |
| MT | RA | APPROVED | 2014-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Great Falls | MT | 01/2014 | Present |
1) NOTARY PUBLIC FOR STATE OF MONTANA; NON-INVESTMENT RELATED; 8 THIRD ST N., GREAT FALLS, MT 59401; NOTARY; STARTING 6/5/14; 10 HR/DAY AND DURING MARKET TRADING HOURS; PROVIDE NOTARY SERVICES. 2) BENEFIS FOUNDATION; NON-INVESTMENT RELATED; GREAT FALLS, MT; HOSPITAL FOUNDATION; BOARD MEMBER; STARTING 6/15/2021; 5 HR/MO; NO TIME DURING TRADING HOURS; ATTEND MEETINGS, HELP RAISE FUNDS HOST EVENTS. 3) DISCOVERY CANYON, LLC; INVESTMENT RELATED; GREAT FALLS, MT; PARTIAL OWNER; START 10/20/22; 10 HRS/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; HELP WITH MAINTENANCE AND RENTERS. 4) GREAT FALLS AMATEUR HOCKEY ASSOCIATION; NON-INVESTMENT RELATED; GREAT FALLS, MT; NON-PROFIT; TREASURER; START 6/17/26; 10 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2010-10-08 |
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