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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 |
|---|---|---|---|
| MT | RA | APPROVED | 2024-10-03 |
| TX | RA | APPROVED | 2024-10-01 |
Branch Locations
701 5Th Avenue Suite 4050, Seattle, WA 98104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homemaker | Billings | MT | 07/2016 | 10/2017 |
| Western Security Bank | Billings | MT | 10/2017 | 04/2023 |
| D. A. Davidson & Co | Billings | MT | 04/2023 | Present |
. B.A.M. Janitorial LLC- non-investment related . Address: 358 Westchester Sq. S. Billings, MT 59105 . Office cleaning / Janitorial services. . I am an Owner/Janitor . Start date in 09/01/2023 . Average of 18 hours a month are devoted to this business NONE of which are during Securities Trading hours. Description: Office cleaning/ Janitorial work; Cleaning or desks and publicly used surfaces, Sweeping, Mopping and Vacuuming, Cleaning of windows/ doors and cleaning of breakroom/kitchen and office bathrooms(s)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-30 |
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