Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| MT | RA | APPROVED | 2023-09-25 |
| TX | RA | APPROVED | 2023-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Steel And Recycling | Butte | MT | 06/2010 | 02/2022 |
| D.A. Davidson & Co. | Butte | MT | 03/2022 | Present |
1) ASHLEY L. BONIFER; NON-INVESTMENT RELATED; BUTTE, MT; SOLE PROPRIETOR; NOTARY; START 2/16/24; HOURS WORKED AS NEEDED FOR D.A. DAVIDSON CUSTOMERS DURING SECURITIES TRADING HOURS; I PROVIDE NOTARY SERVICES FOR D.A. DAVIDSON CLIENTS IN OFFICE. 2) BONNIE LOU BOUTIQUE, LLC; NON-INVESTMENT RELATED; BUTTE, MT; ONLINE SELLING; START 11/5/25; 75 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I SELL GOODS ONLINE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-22 |
Reach out to this advisor