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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 | 2018-10-10 |
| MT | RA | APPROVED | 2016-02-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Kalispell | MT | 01/2007 | Present |
SWEETGRASS HOMEOWNERS ASSOCIATION; INVESTMENT RELATED; KALISPELL, MT; HOA; VICE PRESIDENT; START 1/1/23; 2 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; BILL PAY DUTIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-20 |
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