Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 | 2018-09-21 |
| WA | RA | APPROVED | 2015-10-21 |
Branch Locations
601 W. Main Ave Suite 1300, Spokane, WA 99201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co. | Spokane | WA | 09/2015 | Present |
EXECUTOR FOR JOHN H. NEHMETH; START 1/3/11; IN THE EVENT OF JOHN AND HIS WIFE'S DEATH, I WILL OVERSEE THE DISTRIBUTION OF ASSETS IS CONSISTANT WITH THE INSTRUCTIONS IN JOHN'S WILL.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-22 |
| S65 | Uniform Investment Adviser Law Examination | 2000-03-10 |
Reach out to this advisor