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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-09-24 |
| WA | RA | APPROVED | 2008-12-12 |
Branch Locations
917 East Front Street, Port Angeles, WA 98362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Port Angeles | WA | 12/2008 | Present |
JODI KORTMAN; INVESTMENT RELATED; PORT ANGELES, WA; INVESTMENT PROPERTY; START 9/1/25; 0 HR/MO; INVESTMENT PROPERTY OWNER.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-13 |
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