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 |
|---|---|---|---|
| MT | RA | APPROVED | 2020-10-23 |
| TX | RA | APPROVED | 2020-10-22 |
Branch Locations
283 W. Front Street Suite 101, Missoula, MT 59807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bodega/Monks | Missoula | MT | 09/2015 | 09/2016 |
| Full Time Education | Missoula | MT | 05/2015 | 06/2017 |
| Grand Plaza | Butte | MT | 06/2017 | 04/2019 |
| State Farm | Deer Lodge | MT | 02/2019 | 09/2019 |
| D.A. Davidson & Co. | Missoula | MT | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-21 |
Reach out to this advisor