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8 Third Street North, Great Falls, MT 59401-3104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2020-01-04 |
Branch Locations
601 W. Riverside Suite 800, Spokane, WA 99201 • United States
8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-09-25 |
| WA | RA | APPROVED | 2018-01-04 |
Branch Locations
601 W. Main Ave Suite 1300, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hart Capital Management, Inc. | Spokane | WA | 08/2013 | 12/2017 |
| D.A. Davidson & Co. | Spokane | WA | 01/2018 | 01/2020 |
| Davidson Investment Advisors, Inc. | Spokane | WA | 01/2020 | Present |
1) Crepe Cafe Sisters LLC; non-investment related; Spokane, WA; Crepe Food Service; Owner; starting 4/1/2019; 5 hr/week; no time during securities trading hours; Business provides food service at local farmers markets, area events, etc. Duties include updating financial records and financial strategice plans for the business. 2) KHQ Television Group; non-investment related; 1201 W. Sprague Ave., Spokane, WA 99201; Corporation; Collegiate Sports Commentator; Starting 4/1/2021; Approx. 3 hr/wk; no time during securities trading hours; work as a collegiate sports commentator for baseball games. 3) GONZAGA UNIVERSITY; NON-INVESTMENT RELATED; SPOKANE, WA; NON-PROFIT; COLOR COMMENTATOR; START 3/10/23; 10 HR/MO; NO TIME DEVOTED DURING SECURITES TRADING HOURS; COLOR COMMENTATING GONZAGA UNIVERSITY BASEBALL GAMES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-02-15 |
| S65 | Uniform Investment Adviser Law Examination | 2014-12-22 |
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