D.A. Davidson & Co.

Firm record

As recorded in SEC IAPD

Firm CRD

199

SEC number

801-45761

Firm type

RIA

Assets under management

$41.8B as of Jan 16, 2026

Website

www.facebook.com/DADavidsonCo ↗

Phone

406-727-4200

Address

8 Third Street North, Great Falls, MT, 59401

Advisors at this firm

842 in our index · page 11 of 17

• Amy Brooke MartinezCRD 4127899 · Grand Junction, CO
  IA RegisteredBroker
• Lawrence Todd MartinezCRD 4596308 · Great Falls, MT
  Broker
• Alex Jeffrey MathernCRD 5865438 · Plano, TX
  IA RegisteredBroker
• Adrian Jude MatosichCRD 2737020 · Bozeman, MT
  IA RegisteredBroker
• Beth Diana MausCRD 4748369 · Eden Prairie, MN
  Broker
• Michael Andrew MaxworthyCRD 5758459 · New York, NY
  Broker
• Lisa Nicole MayCRD 4298256 · Denver, CO
  Broker
• Adrian Leigh MaykutCRD 4051551 · Lake Oswego, OR
  IA RegisteredBroker
• Carrie Youderian McaleerCRD 5913915 · Bozeman, MT
  IA RegisteredBroker
• Romy Leigh MccarthyCRD 2467736 · The Woodlands, TX
  Broker
• Sterling Ky MccartyCRD 1163863 · Mesa, AZ
  IA RegisteredBroker
• Carrie Jean MccollimCRD 6294066 · Verona, PA
  IA RegisteredBroker
• Jere Sheffield McguffeeCRD 2211189 · Memphis, TN
  Broker
• Rory Adam MckinneyCRD 4735577 · Irvine, CA
  Broker
• Douglas Lamarv MckoyCRD 2609452 · Denver, CO
  Broker
• Heidi Marie MclemoreCRD 4148083 · Waukesha, WI
  IA RegisteredBroker
• Kevin Dean McloughlinCRD 6168868 · Medford, OR
  IA RegisteredBroker
• Britton Robert McmannisCRD 6159815 · Bozeman, MT
  IA RegisteredBroker
• Dennis Dean MeadorsCRD 1457564 · Dublin, OH
  IA RegisteredBroker
• Michael Thomas MeggyesyCRD 2693922 · Bellingham, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Joely Sue MeighanCRD 1615278 · Seattle, WA
  IA RegisteredBroker
• Matthew Leon MendezCRD 4992866 · Seattle, WA
  Broker
• Aalap B MerchantCRD 5391860 · New York, NY
  Broker
• Leslie Ann MercordCRD 4026523 · Kalispell, MT
  IA RegisteredBroker
• Rebecca Inez MerrillCRD 6774596 · Great Falls, MT
  Broker
• Kirklen Andrew MeyerCRD 4588157 · Great Falls, MT
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew Robert MichalskiCRD 4436433 · Boston, MA
  Broker
• Andrea Dee MikuleckyCRD 4974857 · Great Falls, MT
  Broker
• Benjamin Eaton MilekCRD 7686287 · Denver, CO
  Broker
• Gabriel Pomeroy MillarCRD 6751794 · Claremont, CA
  IA RegisteredBroker
• Christina Mary MinskeCRD 6461171 · West Fargo, ND
  IA RegisteredBroker
• James Albert MoerkerkeCRD 1012619 · Hamilton, MT
  IA RegisteredBroker
• John Steven MooreCRD 4434144 · Ellensburg, WA
  IA RegisteredBroker
• Roberto Javier MoralesCRD 4540968 · Los Angeles, CA
  IA RegisteredBroker
• Charles G. MorganCRD 6008410 · Pasadena, CA
  Broker
• Lynda Lee MorinCRD 2808466 · Great Falls, MT
  IA RegisteredBroker
• Jon Daniel MortenCRD 5754739 · Lincoln, NE
  Broker
• Tyler Kane MortenCRD 4770369 · Lincoln, NE
  Broker
• Molly Bruskotter MosnessCRD 3156274 · Helena, MT
  IA RegisteredBroker
• Lori Ann MossCRD 2349662 · Lincoln, NE
  IA RegisteredBroker
• Mark Christopher MuellerCRD 3242119 · Omaha, NE
  IA RegisteredBroker
• Nicholas Michael MuellerCRD 4805825 · Lino Lakes, MN
  IA RegisteredBroker
• Mary Louise MuguiraCRD 1930755 · Boise, ID
  IA RegisteredBroker
  Disclosure event(s) on record
• Amanda Marie MusicCRD 4979322 · Great Falls, MT
  Broker
• Aditya MadanCRD 7588623 · Portland, OR
  Broker
• Joseph-Andrew Le Van MalachCRD 6670750 · Seattle, WA
  IA RegisteredBroker
• Jennifer Lynn MalmstromCRD 4996066 · Colorado Springs, CO
  IA RegisteredBroker
• Angelo Dominic MarinoCRD 7531196 · Powell, OH
  Broker
• Anthony James MassicciCRD 7571792 · Kalispell, MT
  IA RegisteredBroker
• Andrew Craig MathisCRD 7738851 · Salt Lake City, UT
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 21, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.