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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2014-09-25 |
Branch Locations
8 Third Street North, Great Falls, MT 59401-3104 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co | Sugar Loaf | CA | 09/2013 | Present |
1) RODAN + FIELDS; NON-INVESTMENT RELATED; 60 SPEAR ST., SAN FRANCISCO, CA; SKIN CARE; INDEPENDENT CONTRACTOR; BEGINNING 4/2/15; APPROX. 6 HR/MO DEVOTED TO THE ACTIVITY; NO TIME DURING MARKET TRADING HOURS. 2) BVUSD LEA BILLING OVERSIGHT COMMITTEE; NON-INVESTMENT RELATED; 42271 MOONRIDGE RD, BIG BEAR LAKE, CA 92315; OVERSIGHT; COMMITTEE MEMBER; STARTING 10/30/2019; APPROX 2 HRS/QTR; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; OVERSIGHT DUTIES. 3) BIG BEAR HIGH SCHOOL, PSA; NON-INVESTMENT RELATED; BIG BEAR LAKE, CA; NON PROFIT; BOARD OF DIRECTORS, TREASURER; START 10/3/22; 2 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; TREASURER. 4) BSA TROOP 49 & CUB SCOUT PACK 49; NON-INVESTMENT RELATED; BIG BEAR LAKE, CA; NON-PROFIT; COMMITTEE CHAIR; START 1/1/18; 20 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I CALL, PRESIDE & CONDUCT PACK MEETINGS AND SUPERVISE & DELEGATE POSITIONS. 5) OLIVE TREE PEOPLE; NON-INVESTMENT RELATED; SANTA MONICA, CA; CORPORATION; CONSULTANT; START 4/12/24; 6 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; OLIVEDA SKINCARE CONSULTANT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-24 |
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