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Paige Patricia Romney

D.A. Davidson & Co.

Bellevue, WA

CRD 6671100

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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 2018-01-02
  • WA RA
    APPROVED
    Since 2018-01-02

Branch Locations

Bellevue, 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
Ucsd San Diego CA 09/2013 06/2017
D.A. Davidson & Co. Redmond WA 06/2016 09/2016
D.A. Davidson & Co. Bellevue WA 06/2017 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-29
  • S66 Uniform Combined State Law Examination
    2017-12-29
Other Names
  • Paige Romney

View on SEC IAPD

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