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Michael Lippard Bell

D.A. Davidson & Co.

Bellevue, WA

CRD 2660446

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Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-11-20
WA RA APPROVED 2002-11-21
  • TX RA
    APPROVED_RES
    Since 2024-11-20
  • WA RA
    APPROVED
    Since 2002-11-21

Branch Locations

10400 Ne 4Th St. Suite 400, Bellevue, WA 98004 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
D.A. Davidson & Co. Bellevue WA 09/1998 Present
Other Businesses

LEONARD'S LANDING LODGE; NON-INVESTMENT RELATED; FISHING LODGE; PRESIDENT; START 12/13/2025; 8 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-11-20
S63 Uniform Securities Agent State Law Examination 1995-10-25
  • S65 Uniform Investment Adviser Law Examination
    2002-11-20
  • S63 Uniform Securities Agent State Law Examination
    1995-10-25
Other Names
  • Mike Bell

View on SEC IAPD

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