Bradley James Thurber

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

• 09/2000 → Present
  D.A. Davidson & Co.
  Salt Lake City, UT

Previous Registrations

• 2002-06-24 → 2004-11-08
  Davidson Investment Advisors, Inc.
  Great Falls, MT

Other Businesses

1) ENSIGN HOSPITALITIES, LLC, 457 N 200 E FARMINGTON, UT 84025; INVESTMENT-RELATED; PARTNER IN THE LLC WHICH OWNS THE HILTON HOTEL IN ST. GEORGE, UT; INVESTOR ONLY IN THE BUSINESS, AND DO NOT HAVE ACTIVE DUTIES FOR THE OPERATIONS OF THE BUSINESS. 2) BUTTREY REALTY; INVESTMENT RELATED; GREAT FALLS, MT; BOARD MEMBER; SINCE 03/01/2017; APPROX 5 HRS/YR; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; MEET ONCE A YEAR TO DISCUSS VARIOUS PROPERTIES. 3) RENTAL PROPERTY; INVESTMENT-RELATED; GREAT FALLS, MT; REAL ESTATE; OWNER; STARTING 10/1/2010; 20 HR/YEAR; NO TIME DURING SECURITIES TRADING HOURS; DUTIES RELATED TO PROPERTY OWNERSHIP AND MAINTENANCE. 4) FARMINGTON YOUTH FOOTBALL; NON-INVESTMENT RELATED; SALT LAKE CITY, UT; NON-PROFIT; PRESIDENT; START 6/14/23; 6 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; PRESIDENT OF THE YOUTH FOOTBALL LEAGUE IN MY AREA.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-04-23
• S63 Uniform Securities Agent State Law Examination
  1998-03-06

Designations

• Certified Financial Planner

Other Names

• Brad Thurber