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Burk Anthony Mcdaniel

D.A. Davidson & Co.

Great Falls, MT

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Current Employers
D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2021-02-24
TX RA APPROVED 2021-02-23
  • MT RA
    APPROVED
    Since 2021-02-24
  • TX RA
    APPROVED
    Since 2021-02-23

Branch Locations

8 Third Street North, Great Falls, MT 59401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Ayco Company, L.P./Mercer Allied Irvine CA 07/2019 01/2021
Gonzaga University Spokane WA 08/2017 06/2019
Hartwick College Oneonta NY 08/2016 05/2017
Allstate Huber Family Insurance Missoula MT 05/2017 08/2017
New York Life Spokane WA 02/2018 08/2018
Goldman Sachs & Co. Llc Irvine CA 01/2021 01/2021
D.A. Davidson & Co. Great Falls MT 02/2021 Present
  • 07/2019 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Irvine, CA
  • 08/2017 → 06/2019
    Gonzaga University
    Spokane, WA
  • 08/2016 → 05/2017
    Hartwick College
    Oneonta, NY
  • 05/2017 → 08/2017
    Allstate Huber Family Insurance
    Missoula, MT
  • 02/2018 → 08/2018
    New York Life
    Spokane, WA
  • 01/2021 → 01/2021
    Goldman Sachs & Co. Llc
    Irvine, CA
  • 02/2021 → Present
    D.A. Davidson & Co.
    Great Falls, MT
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-05-23
S65 Uniform Investment Adviser Law Examination 2019-09-06
  • S63 Uniform Securities Agent State Law Examination
    2020-05-23
  • S65 Uniform Investment Adviser Law Examination
    2019-09-06
Other Names
  • Burk Anthony Mcdaniel
  • Burk Mcdaniel

View on SEC IAPD

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Other Offices

DAVIDSON INVESTMENT ADVISORS, INC. · GREAT FALLS, MT
COMMONWEALTH FINANCIAL NETWORK · Great Falls, MT
LPL FINANCIAL LLC · GREAT FALLS, MT
CETERA INVESTMENT ADVISERS LLC · GREAT FALLS, MT
EDWARD JONES · GREAT FALLS, MT
FIRST COMMAND ADVISORY SERVICES · Great Falls, MT
LPL FINANCIAL LLC · GREAT FALLS, MT
LPL ENTERPRISE, LLC · GREAT FALLS, MT

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