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Davidson Companies
8 Third Street North, 59403
P.O. Box 5015
Phone: (406) 727-4200p:406 727-4200 GREAT FALLS, MT  59401  United States Fax: (406) 791-7238f:406 791-7238
Business Summary
DA Davidson Companies is a United States-based company. The Company is a investment banking and a full-service investment firm which provides investment services and solutions that include integrated brokerage, capital markets, fixed income capital markets, municipal investment management, asset and portfolio management and trust and wealth management services and products. The Company has provided personalized financial services for individuals and institutions.

Scores and Ratings
FRISK®
Score		 Z''
Score		 PAYCE®
Score		 DBT
Index		 Moody's
Rating		 Fitch
Rating		 DBRS
Rating
--YesYes---

Financials, News and Filings
Latest
Statement		 Last
Audit
News		 SEC
Filings		 Bankruptcy
Filings		 Suit &
Judgment
Filings		 Tax
Lien
Filings
9/30/20209/30/2020YesYes--Yes

Industries
SIC Code Description
6211 Security brokers, dealers, and flotation companies
6282 Investment advice

Officers and Directors

Title
Name
Age		 Title
Date		 Start
Date
General Counsel, SVP JackieBeauprez
Senior Vice President, Senior Vice President, Special District Group PatrickColleran
Senior Vice President, Senior Vice President, Banking, Special District Group SamHartman
7 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
CROWELL WEEDON AND CO 624 S GRAND AVE FL 25 LOS ANGELES CA
D.A. Davidson & Co. 1550 Market Street Denver CO United States
DAVIDSON TRUST CO 8 3RD ST. NORTH, SUITE 200 GREAT FALLS MT US
3 additional Subsidiary records available in full report.

Business Names
Business Name
Caprin Asset Management, LLC
Crowell, Weedon & Co
D.A. Davidson & Co.
14 additional Business Names available in full report.

General Information
Outstanding Shares: 1,000 (As of 9/30/2020)
Federal Tax Id: 810439153
Fax Number: (406) 791-7238


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Tuesday, April 16, 2024