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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-09-24 |
| WA | RA | APPROVED | 2002-04-17 |
Branch Locations
1410 N. Pittsburgh Building C, Kennewick, WA 99336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Kennewick | WA | 10/2009 | 09/2017 |
| D.A. Davidson & Co. | Kennewick | WA | 10/2017 | Present |
Church of Jesus Christ of Latter-Day Saints; non-investment related; non-profit; Assistant Financial Clerk; starting 11/1/2017; approx 2 hr/week; no time during securities trading hours; budget planning, income and expense reporting.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-24 |
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