Important Disclosures
Transparency is fundamental to our relationship. This page contains important regulatory disclosures, compliance information, and legal notices required by securities regulations.
Broker-Dealer Disclosure
Securities offered through D.A. Davidson & Co., member FINRA / SIPC.
Michael R. Harrison is a Registered Representative of D.A. Davidson & Co. Securities activities are conducted through D.A. Davidson & Co., a broker-dealer registered with the Securities and Exchange Commission.
D.A. Davidson & Co. is a full-service investment firm and member of the New York Stock Exchange. The firm has been in business since 1935 and is headquartered in Great Falls, Montana.
Verify Our Registration
Check the background of your financial professional and firm on FINRA's BrokerCheck.
Visit BrokerCheckSIPC Protection
As a member of SIPC, customer accounts are protected up to $500,000, including $250,000 for cash claims.
Learn About SIPCInvestment Adviser Disclosure
Investment advice offered through D.A. Davidson & Co., a registered investment adviser with the Securities and Exchange Commission.
Registration as an investment adviser does not imply a certain level of skill or training. The written disclosures in the firm's Form ADV provide information about material conflicts of interest.
Michael R. Harrison provides investment advisory services as an Investment Advisor Representative of D.A. Davidson & Co.
Important Risk Disclosure
Past performance is not indicative of future results. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. The value of your investment will fluctuate, and you may gain or lose money.
Form ADV
Form ADV is the investment adviser registration form filed with the SEC. Part 2A (the "Brochure") provides information about our advisory services, fees, and potential conflicts of interest. Part 2B (the "Brochure Supplement") provides information about specific advisory personnel.
A copy of D.A. Davidson's Form ADV Part 2A and 2B is available upon request or can be obtained through the SEC's Investment Adviser Public Disclosure website.
View Form ADV on SEC WebsiteForm CRS - Client Relationship Summary
Form CRS (Client Relationship Summary) is a brief document that summarizes the types of services offered, fees and costs, conflicts of interest, and required standard of conduct. It is designed to help retail investors compare financial services firms.
As a dually registered broker-dealer and investment adviser, D.A. Davidson & Co. provides both brokerage and investment advisory services. The Form CRS explains the differences between these services and what they mean for you.
Key Questions to Consider:
- • Given my financial situation, should I choose a brokerage service? Why or why not?
- • Given my financial situation, should I choose an investment advisory service? Why or why not?
- • How will you choose investments to recommend to me?
- • What is your relevant experience, including your licenses, education, and other qualifications?
Testimonial & Endorsement Disclosures
Client testimonials appearing on this website comply with the SEC's Marketing Rule (Rule 206(4)-1) as amended. The following disclosures apply to all testimonials:
Client Status: All testimonials are from current or former clients of Harrison Wealth Partners.
Compensation: No compensation has been provided for any testimonial appearing on this website.
Conflicts: No material conflicts of interest exist between the firm and the testimonial providers.
Individual Results: Testimonials reflect individual experiences and are not representative of all clients.
"Client testimonials reflect individual experiences and may not be representative of all clients. Past performance is not indicative of future results. Your experience may vary based on your individual circumstances and investment objectives. There is no guarantee that similar results will be achieved."
Privacy Policy
We are committed to protecting your privacy and the confidentiality of your personal and financial information. Our privacy practices comply with all applicable federal and state laws, including the Gramm-Leach-Bliley Act.
Information We Collect
- • Information you provide on applications and forms
- • Information about your transactions with us
- • Information from consumer reporting agencies
- • Information collected through our website
How We Protect Your Information
- • Restrict access to nonpublic personal information to those who need it
- • Maintain physical, electronic, and procedural safeguards
- • Require service providers to protect confidential information
Business Continuity Plan
D.A. Davidson & Co. maintains a Business Continuity Plan to address potential disruptions to our business operations. Our plan is designed to:
- Protect the safety of our employees and customers
- Protect critical business records and data
- Minimize service disruption to customers
- Ensure prompt recovery of critical business functions
In the event of a significant business disruption, you may contact D.A. Davidson & Co.'s main office at (406) 727-4200 or visit www.dadavidson.com for updates.
State Registration Notice
Michael R. Harrison and Harrison Wealth Partners are permitted to conduct business only in states where properly registered or exempt from registration requirements. Individual state registration requirements vary.
Please contact us directly to verify registration status in your state before engaging in any securities or advisory services.
Questions About These Disclosures?
We're committed to transparency. If you have questions about any disclosure on this page, please contact us.
Last Updated: January 2026 | These disclosures are reviewed and updated periodically to ensure compliance with applicable regulations.