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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-07 |
| OR | RA | APPROVED | 2018-12-03 |
Branch Locations
1495 Nw Garden Valley Suite 201, Roseburg, OR 97471 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Roseburg | OR | 03/2018 | Present |
| Bank Of The Cascades | Roseburg | OR | 01/2017 | 03/2018 |
| Cascade Community Fcu | Roseburg | OR | 07/2003 | 01/2017 |
1) Notary Public for State of Oregon; non-investment related; Medford, OR; State of Oregon; Notary Public; Starting 1/5/2021; 10 hr/year and during securities trading hours; provide notary services. 2) First Missionary Baptist Church of Union Gap; non-investment related; Oakland, OR; Church; Trustee; Starting 8/1/2021; 5 hr/mo.; no time during securities trading hours; vote and sign required forms as Trustee. 3) UMPQUA VALLEY HABITAT FOR HUMANITY; INVESTMENT RELATED; ROSEBURG, OR; NON-PROFIT; BOARD MEMBER; START 2/1/25; 5-10 HR/MO DURING SECURITIES TRADING HOURS; I WILL HELP TO DEVELOP POLICIES, PROCEDURES AND REGULATIONS FOR THE OPERATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-30 |
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