Allegra Caroline Mohr
Investment Adviser Representative at D.a. Davidson & Co.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Allegra Caroline Mohr is an investment adviser representative with D.a. Davidson & Co. in Bozeman, MT, where they have been registered since 2024, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Montana and Texas.
Office
Advisors at this office: 29
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Montana, Texas
- Broker:
37 states and territories
Alaska, Arizona, California, Colorado, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- DA DavidsonAug 2023 – no end date reportedBozeman, MT
- Freebird StoresNov 2021 – Aug 2023Nashville, TN
- UnemployedOct 2021 – Nov 2021Nashville, TN
- Hollie RayJul 2021 – Oct 2021Nashville, TN
- Bates Nursery and Garden CenterJan 2021 – Jul 2021Nashville, TN
- The Ambiance GroupSep 2020 – Jan 2021Nashville, TN
- Bates Nursery and Garden CenterApr 2020 – Sep 2020Nashville, TN
- UnemployedMar 2020 – Apr 2020Nashville, TN
- BooksamillionAug 2019 – Mar 2020Florence, AL
- Nashville Repertory Theater Costume ShopMay 2019 – Aug 2019Nashville, TN
- BooksamillionMay 2018 – May 2019Florence, AL
- McDonaldsAug 2017 – May 2018Florence, AL
- College StudentMay 2016 – Aug 2017Florence, AL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About D.a. Davidson & Co.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 693
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Great Falls, MT
- SEC file number:
- 801-45761
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 30, 2026
View full firm profileOther advisors at D.a. Davidson & Co.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Allegra Caroline Mohr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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