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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 | 2019-01-23 |
| OR | RA | APPROVED | 2009-05-13 |
Branch Locations
1495 Nw Garden Valley Suite 201, Roseburg, OR 97471 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Roseburg | OR | 05/2009 | Present |
1) AZ DUNN, LLC; INVESTMENT RELATED; ROSEBURG, OR; MEMBER; START 6/15/26; 5 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; SHORT TERM RENTAL PROPERTY IN ARIZONA. 2) SH LANDING, LLC; INVESTMENT RELATED; ROSEBURG, OR; LLC MEMBER; START 6/15/26; 5 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; SHORT TERM RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-07 |
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