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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 | 2024-01-24 |
| MT | RA | APPROVED | 2020-09-28 |
Branch Locations
283 W. Front Street Suite 101, Missoula, MT 59807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | St.CLoud | MN | 04/2016 | 11/2016 |
| Lpl Financial, Llc | Missoula | MT | 11/2016 | 09/2020 |
| D.A. Davidson & Co. | Missoula | MT | 09/2020 | Present |
MISSOULA COUNTRY CLUB MEN'S ASSOCIATION; NON-INVESTMENT RELATED; MISSOULA, MT; NON-PROFIT; SECRETARY; START 4/10/23; 5 HR/YR; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I ATTEND BOARD MEETINGS AND HELP RUN MENS LEAGUE.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-02 |
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