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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 | 2018-10-10 |
| MT | RA | APPROVED | 2002-04-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Great Falls | MT | 08/1998 | Present |
ANIMAL FOUNDATION OF GREAT FALLS/MACLEAN ANIMAL ADOPTION CENTER; INVESTMENT RELATED; GREAT FALLS, MT; ANIMAL ADOPTION CENTER; TRUSTEE; STARTING 10/2015; 10 HR/MO AND DURING TRADING HOURS; MAKE POLICY DECISIONS, ASSIST WITH FUND RAISING AND MANAGE CENTER'S BROKERAGE ACCOUNT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-09 |
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