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Current Employers
D.A. Davidson & Co.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-23
TX RA APPROVED 2026-02-23
  • CA RA
    APPROVED
    Since 2026-02-23
  • TX RA
    APPROVED
    Since 2026-02-23

Branch Locations

Opus Plaza 1 1925 Palomar Oaks Way, Suite 300, Carlsbad, CA 92008 • 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
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
  • 01/2024 → Present
    Carlsbad, CA
  • 09/2021 → 12/2023
    Kw Commercial
    San Diego, CA
  • 08/2018 → 08/2021
    Keller Williams Real Estate
    Carlsbad, CA
  • 05/2012 → 07/2018
    Homemaker
    La Mesa, CA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-20
  • S66 Uniform Combined State Law Examination
    2026-02-20
Other Names
  • Heather Harper

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