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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 | 2019-06-21 |
| MT | RA | APPROVED | 2018-08-01 |
Branch Locations
283 W. Front Street Suite 101, Missoula, MT 59807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iron House Brew Pub | Missoula | MT | 05/2015 | 02/2018 |
| D.A. Davidson & Co. | Missoula | MT | 01/2016 | Present |
SARAH FOLEY; INVESTMENT RELATED; MISSOULA, MT; SOLE PROPRIETOR; NOTARY PUBLIC; START 2/3/23; 1 HR/MO DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-31 |
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