Best Investors Account Sign in

Joseph-Andrew Le Van Malach

D.A. Davidson & Co.

Seattle, WA

Seattle, WA

CRD 6670750

Claim This Profile
Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2017-08-27
  • WA RA
    APPROVED
    Since 2017-08-27

Branch Locations

Columbia Center, 701 5Th Avenue Suite 4050, Seattle, WA 98104 • United States

Seattle, WA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
D.A. Davidson & Co. Seattle WA 06/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-23
  • S66 Uniform Combined State Law Examination
    2017-08-23
Other Names
  • Joseph Le Van Malach
  • Joseph-Andrew Malach
  • Joseph-Andrew La Van Malach

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Seattle, WA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor