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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 |
|---|---|---|---|
| MT | RA | APPROVED | 2007-11-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Great Falls | MT | 04/2005 | Present |
1) MOTIFS FOR THE HOME; NON-INVESTMENT RELATED; 417 CENTRAL AVE, GREAT FALLS MT 59401; HOME DECOR AND BOUTIQUE; PARTNER IN LLC; NO TIME DEVOTED TO THE BUSINESS; I DO NOT HAVE RESPONSIBILITIES TOWARDS THE DAY-TO-DAY OPERATION OF BUSINESS. 2) EDDY OUT DUDE, LLC; INVESTMENT RELATED; GREAT FALLS, MT; CO-OWNER; START 6/14/24; 0 HR/YR; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; RECREATIONAL PROPERTY CO-OWNER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-18 |
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