Chariman and CEO, D.A. Davidson Companies, Director · D.A. Davidson & Co.
Lawrence Todd Martinez
CRD 4596308 · Named on Form ADV at 2 SEC-registered advisers
At a glance
D.A. Davidson & Co., an SEC-registered broker-dealer firm based in Great Falls, MT with $41.8 billion in regulatory assets, lists Lawrence Todd Martinez on its Form ADV as Chariman and CEO, D.A. Davidson Companies, Director, a control person. The SEC filings also name Lawrence at 1 other registered adviser.
Firms and roles
- D.A. Davidson & Co.Chariman and CEO, D.A. Davidson Companies, DirectorBroker-dealer firm · Great Falls, MT · $42B in regulatory assets
- Davidson Investment Advisors, Inc.CEO, D.A. Davidson Companies, DirectorWealth manager · Great Falls, MT · $5.2B in regulatory assets
AtlasMembers
Lawrence’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (10)
- Michael Joseph PurpuraPresident, Wealth Management, Director, D.A. Davidson & Co.
- Jacqueline Ann BeauprezSVP, General Counsel, D.A. Davidson & Co.
- Marc Russell DispensePresident, Fixed Income Capital Markets, D.A. Davidson & Co.
- Rory Adam McKinneyPresident, Equity Capital Markets, D.A. Davidson & Co.
- Jared C McCubbinSVP, Chief Compliance Officer, D.A. Davidson & Co.
5 more people named with Lawrence on the same filings, with titles and firms. Free in Atlas with a free account.
See all 10 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lawrence’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.