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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 | 2011-12-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Havre | MT | 09/2010 | 12/2021 |
| D.A. Davidson & Co. | Havre | MT | 12/2021 | Present |
1) MONTANA STATE NORTHERN FINANCE BOARD; INVESTMENT RELATED; HAVRE, MT 59501; BOARD OF DIRECTORS; SINCE 02/01/2017; APPROX 3 HRS/QTR; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; HELP THE BOARD REVIEW FINANCIALS AND THE ANNUAL AUDIT. 2)THE NATALIE PATRICK FOUNDATION; NON INVESTMENT RELATED; 3301 HWY 2 US NW, HAVRE, MT 59501; NON-PROFIT; BOARD OF DIRECTORS; SINCE 12/01/2018; APPROX 5 HRS/MO DURING SECURITIES TRADING HOURS; HELP RAISE MONEY FOR THE FOUNDATION TO AWARD SCHOLARSHIP TO HAVE HIGH SCHOOL SENIORS. 3) MONTANA STATE NORTHERN FOUNDATION; NON INVESTMENT RELATED; 300 13TH ST W, HAVRE, MT 59501; NON-PROFIT; BOARD OF DIRECTORS; SINCE 02/01/2017; APPROX 10 HRS/MO DURING SECURITIES TRADING HOURS; HELP RAISE FUNDS FOR THE UNIVERSITY. 4) ALTANA FEDERAL CREDIT UNION; INVESTMENT RELATED; BILLINGS, MT; BANKING; BOARD OF DIRECTORS; START 10/1/25; 2 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-08 |
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