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Employer firm

Davidson Investment Advisors, Inc. CRD 110552

$5.20B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

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

Current Employers
Davidson Investment Advisors, Inc.

8 Third Street North, Great Falls, MT 59401-3104 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2006-05-09
  • MT RA
    APPROVED
    Since 2006-05-09

Branch Locations

8 Third Street North, Great Falls, MT 59401-3104 • United States

D.A. Davidson & Co.

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2005-10-06
  • MT RA
    APPROVED
    Since 2005-10-06

Branch Locations

8 Third Street North, Great Falls, MT 59401-3104 • 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
Davidson Investment Advisors Great Falls MT 09/2005 Present
D.A. Davidson & Co. Great Falls MT 09/2005 Present
  • 09/2005 → Present
    Davidson Investment Advisors
    Great Falls, MT
  • 09/2005 → Present
    Great Falls, MT
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-06-02
  • S63 Uniform Securities Agent State Law Examination
    2004-06-02
Designations
  • Chartered Financial Analyst
Other Names
  • Mike Kubas

View on SEC IAPD

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