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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-10-10 |
| UT | RA | APPROVED | 1997-09-19 |
Branch Locations
95 S State St Suite 1500, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Salt Lake City | UT | 05/2009 | Present |
KYLIE & JULIE ENSLIN IRR TRUST - INSURANCE TRUST; NON-INVESTMENT RELATED; SALT LAKE CITY, UT 84108; TRUSTEE; STARTING 07/01/1992; APPROX 1 HR/YEAR; NO TIME DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS; ISSUE CHECK FOR INSURANCE PREMIUM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-26 |
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