Heather Kubas has been Chief Operating Officer & Chief Compliance Officer of Davidson Investment Advisors since April 2018, is a control person of the firm and directly owns under 5% of it.
Davidson Investment Advisors, Inc. is a Great Falls, MT firm with $5.2B under management, 4,407 clients and 13 advisers across 7 offices, as of its December 2025 filing.
- – present · 12 yearsGreat Falls, MT · Adviser representative · Firm CRD 110552
Investment adviser representative registrations
Heather Kubas is registered as an investment adviser representative in Montana, since April 2014.
- MontanaSince 9 April 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 87 | Research Analyst Exam - Part II Regulations Module | 23 August 2004 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 December 2002 |
| Series 7 | General Securities Representative Examination | 13 November 2002 |
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Heather Elizabeth Kubas
- CRD
- 4595889
- Firm
- Davidson Investment Advisors · CRD 110552
- Role
- Chief Operating Officer & Chief Compliance Officer
- Office
- 8 THIRD STREET NORTH, Great Falls, MT 59401-3104
- Registration
- Investment adviser registration
- In the industry since
- April 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does Heather Kubas work?
Heather Kubas has been Chief Operating Officer & Chief Compliance Officer of Davidson Investment Advisors, Inc. since April 2018, and is a control person of the firm.
Is Heather Kubas a financial advisor?
Yes. Heather Kubas has a current investment-adviser registration in Montana, through Davidson Investment Advisors since April 2014.
How many years of experience does Heather Kubas have?
Heather Kubas has 12 years in the financial industry, since April 2014, across 1 adviser firm.
What exams has Heather Kubas passed?
Heather Kubas has passed 3 licensing exams: the Series 7, Series 63 and Series 87. The earliest, the Series 7, was passed in November 2002.
Where is Heather Kubas based?
Heather Kubas’ registered office is in Great Falls, MT.
Is Heather Kubas registered with FINRA?
No. Heather Kubas has no current broker registration.
How can I verify Heather Kubas’ record?
Search CRD 4595889 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Heather Kubas’ full registration record.
- Andrew DavidsonPresident, Director
- Edward CrottyDirector
- Lawrence Todd MartinezCEO, D.a. Davidson Companies, Director