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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-09-12 |
| CA | RA | APPROVED | 2017-03-22 |
| ID | RA | APPROVED | 2002-03-28 |
Branch Locations
1812 N Lakewood Drive Suite 200, Coeur D'ALene, ID 83814 • United States
Rancho Mirage, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Coeur D'ALene | ID | 04/1982 | Present |
1) MOUNTAIN WEST SAVINGS BANK-DIRECTOR; 2) B&DO LLC RENTAL PROPERTY - CO-OWNER; 3) LETS SAVE AMERICA, CORP. PRESIDENT; 4) LETS SAVE AMERICA FOUNDATION, DIRECTOR; 5) MUNNY JOURNEY, LLC; NON-INVESTMENT RELATED; P.O. BOX 2869, COEUR D'ALENE, ID 83816; PRODUCE AND SELL BABY JOURNAL - RETAIL AND WEBSITE EDUCATION; POSITION - MEMBER; START DATE - 05/11/2006; 10 HRS./MO.; 0 HOURS DURING TRADING; DUTIES INCLUDE MARKETING. 6) NORTH IDAHO COLLEGE FOUNDATION; NON-INVESTMENT RELATED; COEUR D'ALENE, ID 83835; FOUNDATION; CHAIRMAN OF THE FINANCE COMMITTEE; STARTING 1/1/1990; 2 HR/MO AND DURING SECURITIES TRADING HOURS; RESPONSIBLE FOR COMPLIANCE OF THE IPS. 7) THUNDER BIRD COUNTRY CLUB; NON-INVESTMENT RELATED; RANCHO MIRAGE, CA; NON-PROFIT; BOARD OF DIRECTORS; START 3/4/25; 5 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS. 8) AESOP; INVESTMENT RELATED; COEUR D'ALENE, ID; CORPORATION; BOARD MEMBER; START 8/1/22; 2 HR/MO DURING SECURITIES TRADING HOURS. 9) HIGH PERFORMING GRANDPARENTS BOOK; NON-INVESTMENT RELATED; HAYDEN, ID; LLC; CO-AUTHOR; START 3/9/26; 16-20 HR/MO DURING SECURITIES TRADING HOURS; CONTENT CREATOR/PROMOTER. 10) HIGH PERFORMING GRANDPARENTS, LLC; NON-INVESTMENT RELATED; HAYDEN, ID; MANAGING MEMBER OF THE LLC; START 5/13/26; 30 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; DEVELOP AND PUBLISH CONTENT FOCUSED ON FAMILY LEADERSHIP AND PERSONAL DEVELOPMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1982-08-07 |
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