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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2016-09-01 |
Branch Locations
283 W. Front Street Suite 101, Missoula, MT 59807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Missoula | MT | 04/2013 | Present |
LIFELONG LEARNING CENTER; NON-INVESTMENT RELATED; MISSOULA, MT; MISSOULA COUNTY PUBLIC SCHOOLS; BARRE INSTRUCTOR; START 1/8/24; 2 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-18 |
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