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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 | 2022-10-25 |
| OR | RA | APPROVED | 2021-08-30 |
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Medford | OR | 06/2009 | 08/2021 |
| D.A. Davidson & Co. | Medford | OR | 08/2021 | Present |
HARLEY MAN INC. 850 JACKSON CREEK DR, CENTRAL POINT, OR, 97502, AUTHORIZED TO SIGN BUSINESS CHECKS, EFFECTIVE 04/2011, DURING BUSINESS HOURS 0 AFTER BUSINESS HOURS 0.25.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-24 |
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