DAVIDSON TRUST CO.
CRD #110922 SEC #801-58264 GREAT FALLS, MT 406/791-7320
SEC Registered
Total AUM
$292.4M
Discretionary
$292.4M
Employees
--
Clients
0
Accounts
1,127
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- SEPTEMBER
- Registration Date
- --
- Latest Filing
- Dec 15, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AMMONDSON, CURTIS, AMMOND | I | DIRECTOR | NA | Control |
| AMMONDSON, CURTIS, AMMOND | I | DIRECTOR | NA | Control |
| AMMONDSON, CURTIS, AMMOND | I | DIRECTOR | NA | Control |
| AMMONDSON, CURTIS, AMMOND | I | DIRECTOR | NA | Control |
| AMMONDSON, CURTIS, AMMOND | I | DIRECTOR | NA | Control |
| AMMONDSON, CURTIS, AMMOND | I | DIRECTOR | NA | Control |
| AMMONDSON, CURTIS, AMMOND | I | DIRECTOR | NA | Control |
| AMMONDSON, CURTIS, AMMOND | I | DIRECTOR | NA | Control |
| AMMONDSON, CURTIS, AMMOND | I | DIRECTOR | NA | Control |
| BEBEE, JOHN, KENNETH | I | INTERIM PRESIDENT | NA | Control |
| BERRY, ANDERS, TAYLOR | I | COUNSEL, SECRETARY | NA | |
| BERRY, ANDERS, TAYLOR | I | COUNSEL, SECRETARY | NA | |
| BERRY, ANDERS, TAYLOR | I | COUNSEL, SECRETARY | NA | |
| BERRY, ANDERS, TAYLOR | I | COUNSEL, SECRETARY | NA | |
| BERRY, ANDERS, TAYLOR | I | COUNSEL | NA | |
| BUERK, ARTHUR, WISER | I | DIRECTOR | NA | Control |
| BUERK, ARTHUR, WISER | I | DIRECTOR | NA | Control |
| BUERK, ARTHUR, WISER | I | DIRECTOR | NA | Control |
| BUERK, ARTHUR, WISER | I | DIRECTOR | NA | Control |
| BUERK, ARTHUR, WISER | I | DIRECTOR | NA | Control |
| DAVANT, JOHN, HAMILTON | I | DIRECTOR | NA | Control |
| DAVANT, JOHN, HAMILTON | I | DIRECTOR | NA | Control |
| DAVANT, JOHN, HAMILTON | I | DIRECTOR | NA | Control |
| DAVANT, JOHN, HAMILTON | I | DIRECTOR | NA | Control |
| DAVANT, JOHN, HAMILTON | I | DIRECTOR, SECRETARY | NA | Control |
| DAVIDSON, IAN, BRUCE | I | DIRECTOR | NA | Control |
| DAVIDSON, IAN, BRUCE | I | DIRECTOR | NA | Control |
| DENNIS, DAVID, GENE | I | CHIEF LEGAL OFFICER | NA | |
| DENNIS, DAVID, GENE | I | CHIEF LEGAL OFFICER | NA | |
| DENNIS, DAVID, GENE | I | CHIEF LEGAL OFFICER | NA | |
| DENNIS, DAVID, GENE | I | CHIEF LEGAL OFFICER | NA | |
| FORBES, ALTON, DALE | I | DIRECTOR | NA | Control |
| FORBES, ALTON, DALE | I | DIRECTOR | NA | Control |
| FORBES, ALTON, DALE | I | DIRECTOR | NA | Control |
| FORBES, ALTON, DALE | I | DIRECTOR | NA | Control |
| GEHRING, AMY, LYNN | I | COMPLIANCE OFFICER | NA | |
| GEHRING, AMY, LYNN | I | COMPLIANCE OFFICER | NA | |
| GEHRING, AMY, LYNN | I | COMPLIANCE OFFICER | NA | |
| HEFFERNAN, JOHN, JOSEPH | I | PRESIDENT | NA | Control |
| HEFFERNAN, JOHN, JOSEPH | I | PRESIDENT | NA | Control |
| HEFFERNAN, JOHN, JOSEPH | I | PRESIDENT | NA | Control |
| HEFFERNAN, JOHN, JOSEPH | I | PRESIDENT | NA | Control |
| HEFFERNAN, JOHN, JOSEPH | I | PRESIDENT, DIRECTOR | NA | Control |
| IRVIN, CHARLES, RICHARD | I | DIRECTOR | NA | Control |
| IRVIN, CHARLES, RICHARD | I | DIRECTOR | NA | Control |
| JOHNSTONE, WILLIAM, ADAM | I | DIRECTOR, CEO OF PARENT COMPANY, CHAIRMAN OF THE BOARD | NA | Control |
| JOHNSTONE, WILLIAM, ADAM | I | DIRECTOR, CEO OF PARENT COMPANY | NA | Control |
| JOHNSTONE, WILLIAM, ADAM | I | DIRECTOR, CEO OF PARENT COMPANY, CHAIRMAN OF THE BOARD | NA | Control |
| JOHNSTONE, WILLIAM, ADAM | I | DIRECTOR, CEO OF PARENT COMPANY | NA | Control |
| JONES, WILLIAM, CECIL | I | DIRECTOR | NA | Control |
| JONES, WILLIAM, CECIL | I | DIRECTOR | NA | Control |
| JONES, WILLIAM, CECIL | I | DIRECTOR | NA | Control |
| JONES, WILLIAM, CECIL | I | DIRECTOR | NA | Control |
| JONES, WILLIAM, CECIL | I | DIRECTOR | NA | Control |
| JONES, WILLIAM, CECIL | I | DIRECTOR | NA | Control |
| JONES, WILLIAM, CECIL | I | DIRECTOR | NA | Control |
| JONES, WILLIAM, CECIL | I | DIRECTOR | NA | Control |
| JONES, WILLIAM, CECIL | I | DIRECTOR | NA | Control |
| KERR, JAMES, PATRICK | I | DIRECTOR | NA | Control |
| LEHRKIND, ROBERT, HANCOCK | I | DIRECTOR | NA | Control |
| LEHRKIND, ROBERT, HANCOCK | I | DIRECTOR | NA | Control |
| LEHRKIND, ROBERT, HANCOCK | I | DIRECTOR | NA | Control |
| LEHRKIND, ROBERT, HANCOCK | I | DIRECTOR | NA | Control |
| LEMASTER, LARRY, DEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEMASTER, LARRY, DEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEMASTER, LARRY, DEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEMASTER, LARRY, DEAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LUCAS, GARY, ROBERT | I | DIRECTOR | NA | Control |
| LUCAS, GARY, ROBERT | I | DIRECTOR | NA | Control |
| LUCAS, GARY, ROBERT | I | DIRECTOR | NA | Control |
| LUCAS, GARY, ROBERT | I | DIRECTOR | NA | Control |
| LUCAS, GARY, ROBERT | I | DIRECTOR | NA | Control |
| LUCAS, GARY, ROBERT | I | DIRECTOR | NA | Control |
| LUCAS, GARY, ROBERT | I | DIRECTOR | NA | Control |
| MACLAREN, DARCY, SPIVAK | I | SENIOR VICE PRESIDENT, SENIOR INVESTMENT OFFICER | NA | Control |
| MACLAREN, DARCY, SPIVAK | I | SENIOR VICE PRESIDENT, SENIOR INVESTMENT OFFICER | NA | Control |
| MADRI, JOHN, ROBERT | I | DIRECTOR | NA | Control |
| MADRI, JOHN, ROBERT | I | DIRECTOR | NA | Control |
| SIMS, ARTHUR, PIPER | I | PRESIDENT, DIRECTOR | NA | Control |
| SIMS, ARTHUR, PIPER | I | PRESIDENT, DIRECTOR | NA | Control |
| WILSON, ARLENE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILSON, ARLENE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WOOLDRIDGE, RAYMOND, EDWARD | I | DIRECTOR | NA | Control |
| WOOLDRIDGE, RAYMOND, EDWARD | I | DIRECTOR | NA | Control |
| WOOLDRIDGE, RAYMOND, EDWARD | I | DIRECTOR | NA | Control |
| WOOLDRIDGE, RAYMOND, EDWARD | I | DIRECTOR | NA | Control |
| WOOLDRIDGE, RAYMOND, EDWARD | I | DIRECTOR | NA | Control |
| WOOLDRIDGE, RAYMOND, EDWARD | I | DIRECTOR | NA | Control |
| WOOLDRIDGE, RAYMOND, EDWARD | I | DIRECTOR | NA | Control |
| WOOLDRIDGE, RAYMOND, EDWARD | I | DIRECTOR | NA | Control |
| DAVIDSON COMPANIES | DE | PARENT COMPANY | E | Control |
| DAVIDSON COMPANIES | DE | PARENT COMPANY | E | Control |
| DAVIDSON COMPANIES | DE | PARENT COMPANY | E | Control |
| DAVIDSON COMPANIES | DE | PARENT COMPANY | E | Control |
| DAVIDSON COMPANIES | DE | PARENT COMPANY | E | Control |
| DAVIDSON COMPANIES | DE | PARENT COMPANY | E | Control |
| DAVIDSON COMPANIES | DE | PARENT COMPANY | E | Control |
| DAVIDSON COMPANIES | DE | PARENT COMPANY | E | Control |
| DAVIDSON COMPANIES | DE | PARENT COMPANY | E | Control |
| DAVIDSON, IAN, BRUCE | I | VP, DIRECTOR | B | Control |
| DAVIDSON, IAN, BRUCE | I | VP, DIRECTOR | B | Control |
| DAVIDSON, IAN, BRUCE | I | VP, DIRECTOR | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DAVIDSON, IAN, BRUCE | I | DAVIDSON COMPANIES | C | Control |
| DAVIDSON, IAN, BRUCE | I | DAVIDSON COMPANIES | C | Control |
| DAVIDSON, IAN, BRUCE | I | DAVIDSON COMPANIES | C | Control |
| DAVIDSON, IAN, BRUCE | I | DAVIDSON COMPANIES | C | Control |
| EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | DE | DAVIDSON COMPANIES | C | Control |
| EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | DE | DAVIDSON COMPANIES | C | Control |
| EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | DE | DAVIDSON COMPANIES | C | Control |
| EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | DE | DAVIDSON COMPANIES | C | Control |
| EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | DE | DAVIDSON COMPANIES | C | Control |
Registrations
Federal
IA
Dec 15, 2005 REGISTERED
Notice Filings (18)
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Address
8 THIRD STREET NORTHGREAT FALLS, MT 59401
USA
Phone: 406/791-7320