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D.a. Davidson & Co. CRD 199
$41.8B regulatory AUM 1,050 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-03-24 |
Branch Locations
75 Port City Landing Suite 110 & 200, Mount Pleasant, SC 29464 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Surgical Center Of Burlington County | Willingboro | NJ | 09/2018 | 12/2025 |
| Massmutual Of South Carolina | Charleston | SC | 08/2025 | 12/2025 |
| Unemployed | Charleston | SC | 06/2016 | 09/2018 |
| D. A. Davidson & Co. | Mount Pleasant | SC | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2012-10-31 |
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