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8 Third Street North, Great Falls, MT 59401-3104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2018-11-08 |
Branch Locations
8 Third Street North, Great Falls, MT 59401-3104 • United States
402 E. Main St, Suite 202, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davidson Investment Advisors, Inc. | Great Falls | MT | 07/2013 | Present |
BERNER FITNESS, LLC; NON-INVESTMENT RELATED; BOZEMAN, MT; CO-OWNER; START 9/1/24; 10 HR/MO; NO TIME DEVOTED DURING SURITIES TRADING HOURS; CO-OWNER OF FITNESS STUDIO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-07 |
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