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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-23 |
| TX | RA | APPROVED | 2026-02-23 |
Branch Locations
Opus Plaza 1 1925 Palomar Oaks Way, Suite 300, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Da Davidson & Co | Carlsbad | CA | 01/2024 | Present |
| Kw Commercial | San Diego | CA | 09/2021 | 12/2023 |
| Keller Williams Real Estate | Carlsbad | CA | 08/2018 | 08/2021 |
| Homemaker | La Mesa | CA | 05/2012 | 07/2018 |
1) Starting in 2020, I am managing 20 rental apartments for my family's business, Harper Properties. This is not an investment related business. I work from home at 2240 Maelee Dr, Vista, CA 92084, This position takes approximately 25 hours a month, with 0 hours during trading hours. I primarily do the bookkeeping, billing and make larger decisions with regard to repairs and renovations. We have an onsite manager that handle the day-to-day activities. 2) In 2023, my husband and I purchased a 12 unit, mid-term apartment building in Memphis Tennessee. We rent furnished apartments to traveling professionals. This position requires approximately 30 hours a month, with 0 hours during trading hours. The building is located at 20-24 N Belvedere Blvd, Memphis TN 38104. The name of the business is Memphis Belvedere Suites, LLC. 3) HEATHER MATTLIN; INVESTMENT RELATED; VISTA, CA; SOLE PROPRIETOR; NOTARY PUBLIC; START 12/4/24; 1 HR/MO DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-20 |
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