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 |
|---|---|---|---|
| ID | RA | APPROVED | 2026-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D.A. Davidson & Co | Sandpoint | ID | 10/2023 | Present |
| Kodiak Aircraft Company | Sandpoint | ID | 04/2015 | 10/2023 |
NORTHERN ROCKIES TRAIL PROJECT, INC; NON-INVESTMENT RELATED; SANDPOINT, ID; NON-PROFIT; TREASURER; START 4/10/26; 2 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-06 |
Reach out to this advisor