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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-11-13 |
| MT | RA | APPROVED | 2013-08-13 |
Branch Locations
40 West 14Th Street Artisan Block, Great Northern Town Center, Helena, MT 59601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Helena | MT | 03/2013 | Present |
1) StoneBridge Enterprises LLC; non-investment related; Helena, MT; LLC organized to own a local Dairy Queen restaurant; Co-Owner; Starting 9/1/2021; 5 hr/mo and no time during securities trading hours; assist with financials for the company. 2) MONTANA JUSTICE FOUNDATION; NON-INVESTMENT RELATED; HELENA, MT; NON-PROFIT; BOARD MEMBER; START 12/19/24; 1 HR/QRTR DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-09 |
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