Terry Allen Judd

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2018-10-04
MT	RA	APPROVED	2015-10-13

TX RA
APPROVED_RES

Since 2018-10-04
MT RA
APPROVED

Since 2015-10-13

Branch Locations

176 Timberwolf Pkwy, Kalispell, MT 59901 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
D.A. Davidson & Co.	Kalispell	MT	11/1990	Present

11/1990 → Present

D.A. Davidson & Co.

Kalispell, MT

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-10-09
S63	Uniform Securities Agent State Law Examination	1987-04-02

S65 Uniform Investment Adviser Law Examination

2015-10-09
S63 Uniform Securities Agent State Law Examination

1987-04-02

View on SEC IAPD

Employer firm

Current Employers

D.A. Davidson & Co.

Disclosures

Employment History

Exams

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