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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 |
|---|---|---|---|
| ID | RA | APPROVED | 2021-06-25 |
| TX | RA | APPROVED | 2021-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Moscow | ID | 09/2016 | Present |
KIRSTEN HELBLING; NON-INVESTMENT RELATED; MOSCOW, ID; SOLE PROPRIETOR; START 5/1/21; 1.5 HR/WK; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; I CLEAN THE OFFICE ONCE A WEEK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-24 |
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