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Bryn Gregory Hagfors

Davidson Investment Advisors, Inc.

Great Falls, MT

Bozeman, MT

CRD 6226890

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Employer firm

Davidson Investment Advisors, Inc. CRD 110552

$5.20B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

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

Current Employers
Davidson Investment Advisors, Inc.

8 Third Street North, Great Falls, MT 59401-3104 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2018-11-08
  • MT RA
    APPROVED
    Since 2018-11-08

Branch Locations

8 Third Street North, Great Falls, MT 59401-3104 • United States

402 E. Main St, Suite 202, 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
Davidson Investment Advisors, Inc. Great Falls MT 07/2013 Present
Other Businesses

BERNER FITNESS, LLC; NON-INVESTMENT RELATED; BOZEMAN, MT; CO-OWNER; START 9/1/24; 10 HR/MO; NO TIME DEVOTED DURING SURITIES TRADING HOURS; CO-OWNER OF FITNESS STUDIO.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-07
  • S65 Uniform Investment Adviser Law Examination
    2018-11-07

View on SEC IAPD

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