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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 |
|---|---|---|---|
| OR | RA | APPROVED | 2024-10-09 |
| TX | RA | APPROVED | 2024-10-09 |
Branch Locations
3210 Hillcrest Park Drive Suite 200, Medford, OR 97504 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Human Bean | Ashland | OR | 06/2016 | 02/2020 |
| Black Rock Coffee Bar | Eagle Point | OR | 09/2020 | 05/2021 |
| Jefferson Spirits | Medford | OR | 02/2020 | 09/2020 |
| State Of Oregon Judicial Department | Medford | OR | 05/2021 | 08/2023 |
| Da Davidson | Medford | OR | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-08 |
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