Best Investors Account Sign in
Claim This Profile
Current Employers
D.A. Davidson & Co.

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2025-10-13
TX RA APPROVED 2025-10-13
  • MT RA
    APPROVED
    Since 2025-10-13
  • TX RA
    APPROVED
    Since 2025-10-13

Branch Locations

40 West 14Th Street Artisan Block, Great Northern Town Center, Helena, MT 59601 • 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 Helena MT 06/2025 Present
Northwestern Mutual Cincinnati OH 05/2024 08/2024
Saint Mary's College/University Of Notre Dame South Bend IN 08/2021 05/2025
Saint Ursula Academy Cincinnati OH 08/2017 05/2021
Guardian Angels School Cincinnati OH 08/2008 05/2017
  • 06/2025 → Present
    Da Davidson
    Helena, MT
  • 05/2024 → 08/2024
    Northwestern Mutual
    Cincinnati, OH
  • 08/2021 → 05/2025
    Saint Mary's College/University Of Notre Dame
    South Bend, IN
  • 08/2017 → 05/2021
    Saint Ursula Academy
    Cincinnati, OH
  • 08/2008 → 05/2017
    Guardian Angels School
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-10
  • S66 Uniform Combined State Law Examination
    2025-10-10

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Helena, MT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor