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 12 of 17

• Heather MattlinCRD 7855315 · Carlsbad, CA
  IA RegisteredBroker
• Kara Jean MccarthyCRD 4301176 · Denver, CO
  Broker
• Jeremy Ryan McculloughCRD 7359878 · Burlington, WA
  IA RegisteredBroker
• Burk Anthony McdanielCRD 6914206 · Great Falls, MT
  IA RegisteredBroker
• Allen Ramon MenaCRD 7395256 · New Rochelle, NY
  IA RegisteredBroker
• Stephanie Lynn MickelsenCRD 7428712 · Salt Lake City, UT
  IA RegisteredBroker
• Paxton Gentry MillerCRD 7958443 · Irvine, CA
  Broker
• Sophie Rose MillingtonCRD 7968077 · Bozeman, MT
  IA RegisteredBroker
• Matthew Joseph MireCRD 6971193 · Sandpoint, ID
  IA RegisteredBroker
• Margaret Ann MirskyCRD 6096865 · Denver, CO
  Broker
• Bianca Conti MooreCRD 4466983 · Mount Pleasant, SC
  IA RegisteredBroker
• Andrew William MorinCRD 5933292 · Salt Lake City, UT
  IA RegisteredBroker
• Trevor MortonCRD 7375905 · Hamilton, MT
  IA RegisteredBroker
• Timothy Patrick MorzelCRD 5541442 · Denver, CO
  Broker
• Thomas John MuguiraCRD 7325685 · Boise, ID
  Broker
• Rosa M MurphyCRD 4316186 · Salt Lake City, UT
  Broker
• David Andrew NathanCRD 1359223 · Redondo Beach, CA
  IA RegisteredBroker
• Candice Marie NelsonCRD 4639472 · Sandpoint, ID
  IA RegisteredBroker
• Carolyn Greenwood NelsonCRD 2081477 · Twin Falls, ID
  IA RegisteredBroker
• Frederick Craig NelsonCRD 1090017 · Twin Falls, ID
  IA RegisteredBroker
• James Martin NelsonCRD 1348267 · Seattle, WA
  Broker
• Stephen Edward NelsonCRD 2256799 · Chicago, IL
  Broker
• Craig Francis NernCRD 1236226 · Nehalem, OR
  IA RegisteredBroker
• Jeremy Shane NessetCRD 5156190 · Lewiston, ID
  IA RegisteredBroker
• Reis Edwin NewburnCRD 4359859 · Bellevue, WA
  IA RegisteredBroker
• Lisa Jan NewmanCRD 4937408 · Pendleton, OR
  IA RegisteredBroker
• Stuart NgCRD 2473311 · Pasadena, CA
  IA RegisteredBroker
• Thuy Dang NguyenCRD 5608030 · Great Falls, MT
  Broker
• Mark Allan NicholsonCRD 4340425 · Missoula, MT
  IA RegisteredBroker
  Disclosure event(s) on record
• Marcus Anderson NieldCRD 4542854 · Farmington, UT
  IA RegisteredBroker
• Carl Michael NystuenCRD 5934123 · Bozeman, MT
  IA RegisteredBroker
• Hunter Glenn NelsonCRD 6214055 · Great Falls, MT
  Broker
• Joshua Matthew NolanCRD 5899808 · New York, NY
  Broker
• Tanay Prasad NunnaCRD 7893298 · Denver, CO
  Broker
• Patrick Harold OlearyCRD 2759083 · Billings, MT
  IA RegisteredBroker
• Mark Evans OlsenCRD 811351 · Lake Oswego, OR
  IA RegisteredBroker
• Christopher Ross OmelCRD 2196034 · Carlsbad, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Roy OsweilerCRD 4234067 · Great Falls, MT
  Broker
• Gianni Battista OrlandoCRD 7399852 · New York, NY
  Broker
• Steven Robert OrrCRD 6663260 · Irvine, CA
  Broker
• Robert Edward PabstCRD 1433609 · Woodcliff, NJ
  Broker
• Amy Marie PalmCRD 4835938 · Roseburg, OR
  IA RegisteredBroker
• Michael Christopher PanagouliasCRD 5238592 · South Berwick, ME
  IA RegisteredBroker
• Joseph William PattisonCRD 4191019 · Portland, OR
  Broker
• Kandi Michelle PaughCRD 4485235 · Denver, CO
  Broker
• Julie Lewis PaulCRD 1709403 · Seattle, WA
  IA RegisteredBroker
• Anthony James PaulingCRD 6107324 · Pasadena, CA
  IA RegisteredBroker
• Brian Thomas Royden PedeyCRD 6220893 · Spokane, WA
  IA RegisteredBroker
• Jarrett James PerezCRD 4654418 · Fresno, CA
  IA RegisteredBroker
• Bryan Matthew PerlmutterCRD 6713693 · Woodcliff, NJ
  Broker

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.