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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2013-11-25 |
Branch Locations
8 Third Street North, Great Falls, MT 59401-3104 • UNITED STATES
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Great Falls | MT | 11/2013 | Present |
1) SAN PASQUAL FIDUCIARY TRUST COMPANY, 400 SOUTH HOPE ST., #1300, LOS ANGELES CA 90071. COMPENSATION - YES, $14,000/YEAR. TITLE: DIRECTOR / BOARD OF DIRECTORS. APPROX TIME PER MONTH - 4 HOURS. TIME DURING MARKET HOURS 1 HOUR. 2) SAN PASQUAL FINANCIAL HOLDING CORPORATION, 400 SOUTH HOPE ST., #1300, LOS ANGELES, CA 90071.; STARTING 7/1/2005; COMPENSATION - YES, $2,400/YEAR. TITLE: DIRECTOR / BOARD OF DIRECTORS. APPROX TIME PER MONTH - 1 HOUR & DURING MARKET HOURS. 3) SAN MARINO COMMUNITY CHURCH. SAN MARINO, CA. NO COMPENSATION. TITLE CHOIR MEMBER, APPROX 10 HOURS PER MONTH DEVOTED TO ACTIVITY. NO TIME DURING MARKET HOURS. NON-INVESTMENT ACTIVITY. 4) PASADENA TOURNAMENT OF ROSES, PASADENA CA. NO COMPENSATION. TITLE: MEMBER - HELP PLAN FOR THE PARADE. APPROX 4 HOURS PER MONTH ON THE ACTIVITY. APPROX 1/2 HOUR PER MONTH DURING MARKET HOURS. NON-INVESTMENT RELATED ACTIVITY. 5) MONTE VISTA GROVE HOMES, PASADENA, CALIFORNIA. NO COMPENSATION. TITLE: TRUSTEE, DIRECTOR, MEMBER BOARD OF DIRECTORS, TREASURER, MEMBER AUDIT, INVESTMENT AND MANAGEMENT COMMITTEES, CHAIR OF THE MANAGEMENT COMMITTEE; STARTING 1/1/2022; APPROXIMATE 1 HOUR PER MONTH: 5 HOURS. NO TIME DURING MARKET HOURS. 6) SAN MARINO COMMUNITY CHURCH, SAN MARINO, CALIFORNIA. NO COMPENSATION. TITLE: MEMBER. STEWARDSHIP COMMITTEE. APPROXIMATE TIME PER MONTH: 4 HOURS. APPROXIMATE TIME DURING MARKET HOURS: 1 HOUR/MONTH. NON-INVESTMENT RELATED ACTIVITY. 7) MONTE VISTA GROVE HOMES, PASADENA, CALIFORNIA. NO COMPENSATION. TITLE: VOLUNTEER, FOUNDERS CIRCLE FUND RAISING COMMITTTEE; STARTING 1/1/2020; APPROXIMATE TIME PER MONTH: 4 HOURS. NO TIME DURING MARKET HOURS. NON-INVESTMENT RELATED ACTIVITY. 8) C.M. RUSSELL MUSEUM; NON-INVESTMENT RELATED; GREAT FALLS, MT; NON-PROFIT; DIRECTOR, BOARD OF DIRECTORS; START 3/20/25; 4 HR/MO DURING SECURITIES TRADING HOURS. 9) 31601 JEWEL AVE.; INVESTMENT RELATED; GREAT FALLS, MT; PART OWNER; START 11/1/25; 0 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; PART OWNER OF A RENTAL PROPERTY.
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