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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_RES | 2023-11-03 |
| WA | RA | APPROVED | 2006-03-31 |
Branch Locations
12 Bellwether Way Suite 238, Bellingham, WA 98225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Bellingham | WA | 03/2006 | Present |
Alvord Acres LLC; non-investment related; Bellingham, WA; Rental House; Co-Owner; starting 11/1/2006; no time devoted to this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-07 |
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