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Adrian Jude Matosich

D.A. Davidson & Co.

Bozeman, MT

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Current Employers
D.A. Davidson & Co.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-09-21
MT RA APPROVED 2016-12-22
  • TX RA
    APPROVED
    Since 2018-09-21
  • MT RA
    APPROVED
    Since 2016-12-22

Branch Locations

1101 E Main St, Suite 301, Bozeman, MT 59715 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Bozeman MT 05/2009 12/2016
D.A. Davidson & Co. Bozeman MT 12/2016 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-07-03
S63 Uniform Securities Agent State Law Examination 1996-06-18
  • S65 Uniform Investment Adviser Law Examination
    1996-07-03
  • S63 Uniform Securities Agent State Law Examination
    1996-06-18
Other Names
  • Aj Matosich
  • Adrian J Matosich

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · BOZEMAN, MT
VALUE PARTNERS LLC · BOZEMAN, MT
VALIC FINANCIAL ADVISORS, INC. · BOZEMAN, MT
BITTERROOT CAPITAL ADVISORS LLC · BOZEMAN, MT
U.S. BANCORP ADVISORS, LLC · Bozeman, MT
MONTANA INVESTMENT ADVISORS INC · BOZEMAN, MT
EAGLE STRATEGIES LLC · BOZEMAN, MT
XYPN INVEST · BOZEMAN, MT

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