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 13 of 17

• Kimberly Ann PerraultCRD 1293694 · Lake Oswego, OR
  IA RegisteredBroker
• Jennifer Rebecca PetersonCRD 2834218 · Boise, ID
  IA RegisteredBroker
• Keith James PetersonCRD 5924589 · Lincoln, NE
  IA RegisteredBroker
• Todd William PetersonCRD 2348686 · Lincoln, NE
  IA RegisteredBroker
• Tyler Joseph PettitCRD 5251948 · South Jordan, UT
  IA RegisteredBroker
• Megan Marie PhillipsCRD 5717234 · Minden, NV
  IA RegisteredBroker
• Steve Marino PicciniCRD 2224998 · Burlington, WA
  IA RegisteredBroker
• Sandra Roberta PoetzCRD 3201554 · Simi Valley, CA
  IA RegisteredBroker
• David Leon PollockCRD 1218432 · Bend, OR
  IA RegisteredBroker
• Benjamin PorterCRD 6558418 · Highlands Ranch, CO
  IA RegisteredBroker
• Megan Francis PorterCRD 5916270 · Great Falls, MT
  Broker
• Todd Allan PrestonCRD 2117355 · Billings, MT
  IA RegisteredBroker
• David Michael PreszlerCRD 4992341 · Medford, OR
  IA RegisteredBroker
• Allison Hall PriestleyCRD 6435150 · Roseburg, OR
  IA RegisteredBroker
• Jeffery Allen PughCRD 4572001 · Bozeman, MT
  Broker
• Alex Wayne PurcellCRD 6416672 · Idaho Falls, ID
  IA RegisteredBroker
• Michael Joseph PurpuraCRD 2095576 · Seattle, WA
  IA RegisteredBroker
• Timothy Michael PadalaCRD 2112764 · Red Bank, NJ
  Broker
• Brittany ParkhurstCRD 7994796 · Burlington, WA
  IA RegisteredBroker
• Diane Parke ParmeleCRD 1421579 · Winston Salem, NC
  IA RegisteredBroker
• Erik George Martin PaustenbaughCRD 6664620 · Salt Lake City, UT
  Broker
• Ryan Buck PayneCRD 7958449 · Portland, OR
  Broker
• Sebastian William PayneCRD 7577845 · Pasadena, CA
  IA RegisteredBroker
• Ian PetersonCRD 7418188 · Seattle, WA
  Broker
• Tayler Lonnie PettitCRD 6635406 · Chicago, IL
  Broker
• Cory Michael PlagerCRD 6903092 · Spokane, WA
  Broker
• Carolyn Bittenbender PolingCRD 7953269 · Culpeper, VA
  IA RegisteredBroker
• Danielle PottsCRD 7496964 · Bozeman, MT
  IA RegisteredBroker
• Julie Muguira PrestonCRD 5900133 · Boise, ID
  IA RegisteredBroker
• William PrioleauCRD 7130387 · Irvine, CA
  Broker
• Michael Jon RadcliffeCRD 4441283 · Portland, OR
  Broker
• Ashley Nichole ReckingerCRD 6546656 · Omaha, NE
  IA RegisteredBroker
• Ava Riley ReedCRD 6342655 · Medford, OR
  IA RegisteredBroker
• Patrick Gerard ReganCRD 4226335 · Omaha, NE
  IA RegisteredBroker
• John Frederick ReitnouerCRD 1796658 · Scottsdale, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Katherine Curtis ReitnouerCRD 6294870 · Pasadena, CA
  IA RegisteredBroker
• Robert David RezekCRD 5977240 · Great Falls, MT
  Broker
• Bradley Roberts RiceCRD 5153818 · Lewiston, ID
  IA RegisteredBroker
• James Cello RiceCRD 1994125 · Denver, CO
  Broker
• Theodore Nelson RichCRD 2293736 · Minden, NV
  IA RegisteredBroker
  Disclosure event(s) on record
• James Kirby RichardsCRD 1055535 · Bellevue, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kyle Allen RichardsCRD 5725248 · Seattle, WA
  IA RegisteredBroker
• Nancy Elizabeth RidoutCRD 2052256 · Des Moines, IA
  Broker
• Ryan M RiedelCRD 6921950 · Wilmington, NC
  IA RegisteredBroker
• Valerie Pena RiveraCRD 2712722 · Palm Desert, CA
  IA RegisteredBroker
• Daniel Glenn RobbinsCRD 4188710 · Chicago, IL
  Broker
• Ryan Matthew RoffinaCRD 4787942 · Denver, CO
  Broker
• Juliann Kathleen RomainCRD 6280366 · Bend, OR
  IA RegisteredBroker
• Cindy Lynn RomneyCRD 1123343 · Bellevue, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• William Edward RosenbaumCRD 7290955 · Great Falls, MT
  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.