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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 |
| CA | RA | APPROVED | 2013-11-15 |
Branch Locations
301 North Lake Suite 800, Pasadena, CA 91101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Pasadena | CA | 11/2013 | Present |
1) JACKSON FAMILY PROPERTY RENTAL; INVESTMENT RELATED; DURATE, CA.; PARTNERSHIP; OWNER; STARTED 11/15/2013; NO TIME DEVOTED TO THIS ACTIVITY OR DURING TRADING HOURS; WIFE OPERATES THE RENTAL PROPERTY. 2) RENTAL PROPERTY; NON-INVESTMENT RELATED; ARCADIA, CA; PARTNERSHIP; OWNER; STARTED 5/3/88; NO TIME DEVOTED TO THIS ACTIVITY OR DURING TRADING HOURS; WIFE OPERATES THE RENTAL PROPERTY. 3) SISTERS OF SOCIAL SERVICE; NON-INVESTMENT RELATED; 4316 LANAI RD, ENCINO, CA; NON-PROFIT; MEMBER OF THE FINANCIAL ADVISORY BOARD; STARTING 10/15/2017; 8 HRS ANNUALLY AND DURING SECURITIES TRADING HOURS; PROVIDE ADVICE ON FINANCIAL MATTERS AND ANALYZE AND RECOMMEND ACTIONS WITH ISSUES BROUGHT TO THE BOARD.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-19 |
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