Heather E. Kubas
Professional summary
Heather Elizabeth Kubas, who also goes by Heather Elizabeth Sisko, is a registered financial advisor currently at DAVIDSON INVESTMENT ADVISORS, INC. located in Great Falls, Montana.
Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Heather has worked at 2 firms and has passed the Series 63, Series 87 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Heather Elizabeth Kubas's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 9, 2014 - Present
DAVIDSON INVESTMENT ADVISORS, INC.
Office #1: 8 Third Street North, Great Falls, MT 59401-3104November 14, 2002 - December 31, 2006
CRAIG-HALLUM CAPITAL GROUP LLC
Primary Firm SEC Registration
DAVIDSON INVESTMENT ADVISORS, INC.
CRD#: 110552 / SEC#: 801-10883
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/9/2014)
Exams
Current Firm
DAVIDSON INVESTMENT ADVISORS, INC.
CRD#: 110552 / SEC#: 801-10883
Contact information
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,368 |
| AUM (Assets Under Management) | $ 5,033,311,528 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/13/2025 | ||
| 09/27/2024 | ||
| 11/13/2023 | ||
| 12/22/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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