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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 | 2023-01-13 |
| TX | RA | APPROVED | 2023-01-13 |
Branch Locations
Hart Albin Bldg. 208 N. Broadway Suite 100, Billings, MT 59101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Billings | MT | 02/2008 | 01/2023 |
| Bank Of America, N.A. | Billings | MT | 03/2016 | 01/2023 |
| D.A. Davidson & Co. | Billings | MT | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-03 |
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