Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| OK | RA | APPROVED | 2023-03-09 |
| TX | RA | APPROVED | 2023-03-09 |
Branch Locations
1601 Nw Expressway St. Suite 1601, Oklahoma City, OK 73118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Oklahoma City | OK | 03/2016 | 09/2016 |
| Wells Fargo Clearing Services Llc | Oklahoma City | OK | 12/2016 | 03/2023 |
| D.A. Davidson & Co. | Oklahoma City | OK | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-04 |
Reach out to this advisor