Best Investors
Account
Sign in
Best Investors
Account
Sign in
Davidson Investment Advisors, Inc. CRD 110552
$5.20B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
8 Third Street North, Great Falls, MT 59401-3104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-09-13 |
Branch Locations
1101 E. Main St. Suite 301, Bozeman, MT 59715 • United States
8 Third Street North, Great Falls, MT 59401-3104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Easter-Seals Goodwill Of The Northern Rocky Mountains | Bozeman | MT | 08/2018 | 05/2019 |
| Schnee's | Bozeman | MT | 03/2021 | 02/2022 |
| Davidson Investment Advisors, Inc. | Bozeman | MT | 07/2022 | Present |
| Full-Time Student | Bozeman | MT | 08/2018 | 12/2021 |
| Full Time Student | Hemet | CA | 03/2013 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-12 |
Reach out to this advisor