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Britton Robert Mcmannis

D.A. Davidson & Co.

Bozeman, MT

Manhattan, MT

Seattle, WA

CRD 6159815

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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 2019-07-23
MT RA APPROVED 2014-07-22
  • TX RA
    APPROVED_RES
    Since 2019-07-23
  • MT RA
    APPROVED
    Since 2014-07-22

Branch Locations

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

Manhattan, MT • United States

Columbia Center, 701 5Th Avenue Suite 4050, Seattle, WA 98104 • 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
D.A. Davidson & Co. Bozeman MT 07/2014 Present
Previous Registrations
Other Businesses

MANHATTAN BASEBALL; NON-INVESTMENT RELATED; MANHATTAN, MT; NON-PROFIT; VICE PRESIDENT; START 3/1/26; 5 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I ASSIST IN THE LOGISTICS OF THE LEAGUE.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-04
  • S66 Uniform Combined State Law Examination
    2013-10-04

View on SEC IAPD

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