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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 | 2023-08-03 |
| WA | RA | APPROVED | 2023-05-01 |
Branch Locations
1410 N. Pittsburgh Building C, Kennewick, WA 99336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2017 | 04/2023 |
| Red Robin | Kennewick | WA | 11/2016 | 11/2017 |
| Butterfield Country Club | Oak Brook | IL | 05/2015 | 10/2016 |
| D.A. Davidson & Co. | Kennewick | WA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-23 |
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