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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-05 |
| OR | RA | APPROVED | 2025-12-19 |
Branch Locations
3210 Hillcrest Park Drive Suite 200, Medford, OR 97504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Da Davidson | Medford | OR | 03/2025 | Present |
| Amazon | Tempe | AZ | 02/2024 | 02/2025 |
| Harry & David | Medford | OR | 02/2022 | 02/2024 |
| Rogue Valley Country Club | Medford | OR | 03/2021 | 06/2021 |
| Harry & David | Medford | OR | 06/2021 | 09/2021 |
| Cascade Wood Products | White City | OR | 06/2018 | 09/2018 |
| Oregon State University | Corvallis | OR | 09/2018 | 06/2022 |
| Doordash | Corvallis | OR | 09/2018 | 02/2022 |
| North Medford High School | Medford | OR | 09/2014 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-18 |
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