Kyle John Peterson

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2024-06-20
WA	RA	APPROVED	2010-10-20

TX RA
APPROVED_RES

Since 2024-06-20
WA RA
APPROVED

Since 2010-10-20

Branch Locations

151 South Worthen Street Suite 201, Wenatchee, WA 98801 • 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

Organization	City	State	From	To
D.A. Davidson & Co.	Wenatchee	WA	05/2010	Present

05/2010 → Present

D.A. Davidson & Co.

Wenatchee, WA

Other Businesses

KP DESIGNS, LLC; INVESTMENT RELATED; LEAVENWORTH, WA; GOVERNOR (PASSIVE ROLE); START 8/1/25; 2 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; NIGHTLY RENTAL APARTMENT GOVERNOR.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-10-19
S63	Uniform Securities Agent State Law Examination	2010-09-17

S65 Uniform Investment Adviser Law Examination

2010-10-19
S63 Uniform Securities Agent State Law Examination

2010-09-17

View on SEC IAPD

Employer firm

Current Employers

D.A. Davidson & Co.

Disclosures

Employment History

Other Businesses

Exams

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