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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 | 2026-01-14 |
| PA | RA | APPROVED | 2023-04-17 |
Branch Locations
Philadelphia, PA • United States
Columbia Center, 701 5Th Avenue Suite 4050, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott | Philadelphia | PA | 11/2010 | 09/2021 |
| Janney Montgomery Scott Llc | Blue Bell | PA | 09/2021 | 04/2023 |
| D.A. Davidson & Co. | Philadelphia | PA | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-06 |
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