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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 |
|---|---|---|---|
| OK | RA | APPROVED | 2023-09-28 |
| TX | RA | APPROVED | 2022-02-23 |
Branch Locations
1601 Nw Expressway St. Suite 1601, Oklahoma City, OK 73118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Richardson | TX | 02/2013 | 02/2022 |
| Lpl Financial Llc | Richardson | TX | 02/2018 | 02/2022 |
| D.A. Davidson & Co. | Oklahoma City | OK | 02/2022 | Present |
HENREX, LLC; INVESTMENT RELATED; OKLAHOMA CITY, OK; REAL ESTATE INVESTMENT; PART OWNER; START 5/17/22; 1 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; BOOK KEEPING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-22 |
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