Edward George Stark

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2008 → 09/2019
  Rbc Capital Markets Llc
  Minneapolis, MN
• 09/2019 → Present
  D.A. Davidson & Co.
  Bozeman, MT

Previous Registrations

• 2000-03-20 → 2019-10-09
  Rbc Capital Markets, Llc
  Minneapolis, MN
  Minneapolis, MN

Other Businesses

1) HOME VRBO; INVESTMENT RELATED; SCOTTSDALE, AZ; SOLE PROPRIETOR; HOME OWNER; START 8/2/24; 0 HR/YR; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; WE RENT OUT OUR HOME WHEN NOT IN ARIZONA. 2) TRUSTEE; INVESTMENT RELATED; OCALA, FL; START 5/31/26; TRUSTEE FOR VALERIE ANN LLOYD TRUST AGREEMENT.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-07-17
• S63 Uniform Securities Agent State Law Examination
  1997-07-01