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Detailed Report
JULIE LEE HOLMES
JULIE L PASSUCCIO, JULIE LEE PASSUCCIO
CRD#: 4979319
IA
Investment Adviser
B
Broker
D.A. DAVIDSON & CO.CRD#: 199 283 W. FRONT STREET
SUITE 101
MISSOULA, MT 59807
Registration History
201020122014201620182020202220242026IAD.A. DAVIDSON & CO. (CRD# 199)2017 - Present (8 years)BD.A. DAVIDSON & CO. (CRD# 199)2009 - Present (16 years)
License(s)

State Registrations

B
Alaska 2/3/2016
B
Nevada 1/6/2011
B
Arizona 1/6/2011
B
New Jersey 1/4/2022
B
California 1/6/2011
B
New Mexico 1/6/2011
B
Colorado 1/6/2011
B
North Carolina 10/14/2013
B
Delaware 6/27/2018
B
North Dakota 9/8/2023
B
District of Columbia 11/26/2013
B
Ohio 1/7/2011
B
Florida 1/6/2011
B
Oregon 1/6/2011
B
Georgia 3/17/2025
B
South Dakota 10/5/2020
B
Idaho 1/6/2011
B
Texas 1/6/2011
B
Illinois 10/5/2020
IA
Texas 2/6/2019
B
Massachusetts 5/26/2015
B
Utah 1/6/2011
B
Michigan 1/6/2011
B
Virginia 1/6/2011
B
Minnesota 2/9/2012
B
Washington 1/6/2011
B
Mississippi 5/15/2024
B
West Virginia 10/5/2020
B
Montana 7/20/2009
B
Wyoming 1/6/2011
IA
Montana 2/7/2017

SRO Registrations

B
 FINRA
B
 Nasdaq Stock Market

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
D.A. DAVIDSON & CO. (CRD#:199)
283 W. FRONT STREET SUITE 101, MISSOULA, MT 59807
Registered with this firm since 2/7/2017
B
D.A. DAVIDSON & CO. (CRD#:199)
283 W. FRONT STREET SUITE 101, MISSOULA, MT 59807
Registered with this firm since 1/7/2009
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.