Danielle Potts

Current Employers

D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-07-30

NC RA
APPROVED

Since 2026-07-30

Branch Locations

1001 Military Cutoff Rd. Suite 100, Wilmington, NC 28405 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
D. A. Davidson & Co.	Wilmington	NC	01/2022	Present
Bozeman Health	Bozeman	MT	07/2019	10/2022
Bridger Psychiatric Services	Bozeman	MT	06/2019	07/2019
Montana State University	Bozeman	MT	09/2017	05/2019
Montana State University	Bozeman	MT	08/2015	05/2019

01/2022 → Present

D. A. Davidson & Co.

Wilmington, NC
07/2019 → 10/2022

Bozeman Health

Bozeman, MT
06/2019 → 07/2019

Bridger Psychiatric Services

Bozeman, MT
09/2017 → 05/2019

Montana State University

Bozeman, MT
08/2015 → 05/2019

Montana State University

Bozeman, MT

Other Businesses

DANIELLE POTTS; INVESTMENT RELATED; BOZEMAN, MT; NOTARY; START 6/12/24; 0 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; NOTARY SERVICES PROVIDED IN BRANCH AS NEEDED.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-12

S66 Uniform Combined State Law Examination

2022-08-12

Designations

View on SEC IAPD

Current Employers

D.A. Davidson & Co.

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews