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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-10 |
| OR | RA | APPROVED | 2014-08-28 |
Branch Locations
3210 Hillcrest Park Drive Suite 200, Medford, OR 97504 • United States
Medford, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Medford | OR | 06/2014 | Present |
1) SOUTHERN OREGON ESTATE PLANNING COUNCIL; NON-INVESTMENT RELATED; MEDFORD, OR; NON-PROFIT; BOARD PRESIDENT; START 9/1/23; 2 HR/YRLY; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; HOST PROGRAMS ON A MONTHLY BASIS PROVIDE NETWORKING OPPORTUNITIES. 2) BRITT MUSIC AND ARTS FESTIVAL; NON-INVESTMENT RELATED; JACKSONVILLE, OR; NON-PROFIT; BOARD DIRECTOR; START 9/1/23; 2 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I ATTEND BOARD MEETING ON A MONTHLY BASIS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-27 |
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