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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-10 |
| WA | RA | APPROVED | 2017-03-10 |
Branch Locations
102 West Main Street Suite 200, Walla Walla, WA 99362 • 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 |
|---|---|---|---|---|
| Jti | Walla Walla | WA | 06/2013 | 10/2016 |
| D.A. Davidson & Co. | Walla Walla | WA | 10/2016 | Present |
1) WALLA WALLA CATHOLIC SCHOOLS; INVESTMENT RELATED; WALLA WALLA, WA; NON-PROFIT; ENDOWMENT COMMITTEE MEMBER; START 1/1/24; 3-4 HR/QUARTERLY; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I PROVIDE INPUTE REGARDING FINANCES FOR THE ENDOWMENT. 2) WALLA WALLA COUNTRY CLUB; NON-INVESTMENT RELATED; WALLA WALLA, WA; FINANCE COMMITTEE MEMBER; START 2/18/25; 1 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-10 |
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