Trevor Morton

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

Authority	Category	Status	Date
TX	RA	APPROVED	2021-11-10
MT	RA	APPROVED	2021-07-22

TX RA
APPROVED

Since 2021-11-10
MT RA
APPROVED

Since 2021-07-22

Branch Locations

1711 North First Street, Hamilton, MT 59840 • 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

Organization	City	State	From	To
Hess Corporation	Minot	ND	02/2013	04/2021
D.A. Davidson & Co.	Hamilton	MT	05/2021	Present

02/2013 → 04/2021

Hess Corporation

Minot, ND
05/2021 → Present

D.A. Davidson & Co.

Hamilton, MT

Other Businesses

TREVOR MORTON; NON-INVESTMENT RELATED; HAMILTON, MT; SOLE PROPRIETOR; START 11/18/24; 1 HR/WK; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I BUY, SELL AND COLLECT SPORTS TRADING MEMORABILIA.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-07-20

S66 Uniform Combined State Law Examination

2021-07-20

Designations

Certified Financial Planner

View on SEC IAPD

Employer firm

Current Employers

D.A. Davidson & Co.

Disclosures

Employment History

Other Businesses

Exams

Designations

Nearby Firms

Nearby Investors

Nearby Offices

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