Best Investors Account Sign in

Carter Miller

D.A. Davidson & Co.

Missoula, MT

Claim This Profile
Current Employers
D.A. Davidson & Co.

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

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2023-09-11
TX RA APPROVED 2023-09-07
  • MT RA
    APPROVED
    Since 2023-09-11
  • TX RA
    APPROVED
    Since 2023-09-07

Branch Locations

283 W. Front Street Suite 101, Missoula, MT 59807 • 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
Da Davidson Missoula MT 04/2019 Present
Full Time Student Missoula MT 09/2018 04/2019
Missoula Osprey Missoula MT 05/2018 09/2018
Full Time Student Valier MT 03/2013 05/2018
  • 04/2019 → Present
    Da Davidson
    Missoula, MT
  • 09/2018 → 04/2019
    Full Time Student
    Missoula, MT
  • 05/2018 → 09/2018
    Missoula Osprey
    Missoula, MT
  • 03/2013 → 05/2018
    Full Time Student
    Valier, MT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-06
  • S66 Uniform Combined State Law Examination
    2023-09-06

View on SEC IAPD

Other Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
VALIC FINANCIAL ADVISORS, INC.
LASALLE ST. INVESTMENT ADVISORS, L.L.C.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC

Other Investors

Holli Wayne Bellaire
DONNA ROSEANN EVISON
JEFFERY WILLIAM EVISON
Susan E Thomas
JARED LEE LOSING
John Blaise Suseland
BRADLEY CARL NORDBERG
JEFFREY DELWYN LARSON

Other Offices

EDWARD JONES · Missoula, MT
AMERIPRISE FINANCIAL SERVICES, LLC · Missoula, MT
BANKERS LIFE ADVISORY SERVICES, INC. · Missoula, MT
AMERIPRISE FINANCIAL SERVICES, LLC · MISSOULA, MT
EDWARD JONES · MISSOULA, MT
WELLS FARGO CLEARING SERVICES, LLC · MISSOULA, MT
VALIC FINANCIAL ADVISORS, INC. · MISSOULA, MT
LASALLE ST. INVESTMENT ADVISORS, L.L.C. · Missoula, MT

More in Missoula, MT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor