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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-08-22 |
| NE | RA | APPROVED | 2017-05-16 |
Branch Locations
450 Regency Parkway Suite 400, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forsythe Technology | Omaha | NE | 01/2012 | 02/2017 |
| D.A. Davidson & Co. | Omaha | NE | 02/2017 | 12/2021 |
| D.A. Davidson & Co. | Omaha | NE | 12/2021 | Present |
DLCI, LLC; investment related; Omaha, NE; Rental Property; Owner; Starting 12/6/2019; 1 hr/week; no time devoted to the activity during securities trading hours; duties include rental management and leasing of vacation rental property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-15 |
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