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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-17 |
| TX | RA | APPROVED_RES | 2018-09-19 |
| CA | RA | APPROVED | 2013-11-25 |
Branch Locations
7110 N. Fresno St. Suite 450, Fresno, CA 93720 • United States
Tallahassee, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Two Oaks Investment Management, Llc | Fresno | CA | 08/2010 | 05/2021 |
| D.A. Davidson & Co. | Tallahassee | FL | 11/2013 | Present |
1) TOPD - MAHON DRIVE LLC; INVESTMENT RELATED; TALLAHASSE, FL; LAND PURCHASE; MANAGING MEMBER; STARTING 10/15/2020; 1 HR PER MONTH; NO TIME DURING SECURITIES TRADING HOURS; MANAGEMENT OF LLC. 2) BLAKE TODD; INVESTMENT RELATED; TALLAHASSEE, FL; AUTHOR; START 10/28/08; 1 HR/WK; NO TIMES DEVOTED DURING SECURITIES TRADING HOURS; AUTHOR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1980-01-22 |
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