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Davidson Investment Banking

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Davidson Investment Banking

Overview:

At D.A. Davidson Companies, we believe there is only one way to navigate through the wealth of financial services options: straightforward. We offer clear strategies with smart, personalized solutions that match your goals and show you the path to achieve them. We’re with you every step of the way–leveraging our nationally recognized research, capital market and investment banking expertise, and the largest network of financial advisors headquartered in the West. Our personal approach is rooted in the values, stability, and discipline of our 80-year-old employee-owned company that is as independent as you are.

History:

1935-1941

David Adams Davidson opens branch of E.J. Gibson in Great Falls, MT. In 1941 Davidson buys majority stock of E.J. Gibson and moves headquarters to Great Falls.

1958-1959

D.A. Davidson’s son, Ian B. Davidson, joins as third Gibson employee. Gibson Associates is renamed D.A. Davidson & Co.

1975

D.A. Davidson & Co. buys Financial Aims Corporation, a financial planning firm.

1986

D.A. Davidson continues growing and acquires a trust firm, later naming it Davidson Trust Co.

1998

D.A. Davidson acquires Jensen Securities, specializing in equity research and institutional sales.

2002-2004

Davidson expands into Denver, Colorado with a capital markets office. Now capital markets spans coast to coast.

2005

Davidson celebrates 70th year in business and buys assets of the Kirkpatrick Pettis companies, specializing in fixed income services.

2009

Davidson acquires Ruan Securities, a fixed income firm in Des Moines, Iowa.

2012

Davidson acquires McGladrey Capital Markets, adding offices in Costa Mesa and Chicago, and acquires SeaCap Investment Advisors based in Seattle.

2013

D.A. Davidson & Co. merges with Crowell, Weedon & Co., a full-service brokerage with offices spanning across Southern California.

2016

D.A. Davidson acquires SMITH HAYES, expanding the firm's presence in Nebraska. Crowell Weedon and SMITH HAYES combine with D.A. Davidson in one united brand. Our new mark, the bison, pays tribute to D.A. Davidson's past while the sunburst represents promise of the future.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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