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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 |
|---|---|---|---|
| MT | RA | APPROVED | 2017-01-03 |
Branch Locations
8 Third Street North, Great Falls, MT 59401-3104 • UNITED STATES
1101 E Main St, Suite 301, Bozeman, MT 59715 • United States
8 Third Street North, Great Falls, MT 59401-3104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2016-01-11 |
Branch Locations
777 E Main St., Suite 108, Bozeman, MT 59715 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davidson Investment Advisors, Inc. | Bozeman | MT | 04/2016 | Present |
Rental Property; investment related; Bozeman, MT; Rental; Owner; starting 8/1/2016; approx. 1 hr/month; no time during securities trading hours; general duties related to owning property and being a landlord.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-04-21 |
| S65 | Uniform Investment Adviser Law Examination | 1998-12-24 |
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