Best Investors
Account
Sign in
Best Investors
Account
Sign in
8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-04 |
| MT | RA | APPROVED | 2002-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Hamilton | MT | 07/1981 | Present |
1. CAP PARTNERSHIP; INVESTMENT-RELATED; PARTNER; HAMILTON, MT; REAL ESTATE; SPEND LESS THAN ONE HR/MONTH; NO HOURS SPENT ON THIS ACTIVITY DURING TRADING HOURS. 2. PROPERTY ENTERPRISES LLC, STEVENSVILLE, MT 59870; INVESTMENT RELATED ACTIVITY; REAL ESTATE PARTNERSHIP; PARTNER; SPEND LESS THAN ONE HOUR/MONTH ON THE ACTIVITY; NO HOURS SPENT ON THIS ACTIVITY DURING TRADING HOURS. 3. NOTARY PUBLIC FOR STATE OF MONTANA; NON-INVESTMENT RELATED; HAMILTON, MT 59840; NOTARY PUBLIC; STARTING 01/21/2012; LESS THAN ONE HOUR PER MONTH DEVOTED TO THIS ACTIVITY AND DURING MARKET TRADING HOURS. 4. PROPERTY STORAGE, LLC; NON-INVESTMENT RELATED; STEVENSVILLE, MT; LIGHT INDUSTRIAL RENTAL AND RV STORAGE RENTAL; MANAGING PARTNER; STARTING 01/01/2019; APPROX 1 HR/WEEK; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; OVERSEE BUSINESS OPERATION. 5. STEVENSVILLE RURAL FIRE DISTRICT; NON-INVESTMENT RELATED; STEVENSVILLE, MT; DISTRICT FIRE DISTRICT; TRUSTEE AND BOARD CHAIRMAN; STARTING 7/1/2021; 5 HR/MO; NO TIME DURING SECURITIES TRADING HOURS; COORDINATE BOARD ACTIVITY AND RUN MONTHLY BOARD MEETINGS. 6. EXECUTOR; INVESTMENT RELATED; FIDUCIARY; HAMILTON, MT; START 10/6/25; EXECUTOR OF WILL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-08-24 |
| S63 | Uniform Securities Agent State Law Examination | 1981-10-03 |
Reach out to this advisor