News

When it comes to his commitment to Special Olympics Montana, Kreg Jones goes above and beyond.As a long-time supporter of Special Olympics Montana, D.A. Davidson has contributed sponsorships, donations, and hundreds of volunteer hours over the years. And, it seems, D.A. Davidson volunteers will do just about anything to raise money for the venerable charity. Recently, Communications Director Jacquie Burchard and D.A. Davidson Senior Vice President Kreg Jones took to Montana’s tallest build...

D.A. Davidson & Co., the largest full-service investment firm headquartered in the Northwest, today announced that Kevin Reevey has joined its institutional equity research team as a vice president, senior research analyst to provide coverage of Midwest banks and thrifts."Kevin brings deep industry expertise and strong experience to D.A. Davidson’s analyst team, and his research broadens our coverage in a core market sector that is important to our entire firm,” said John Ro...

John Clay receives highest award given to a D.A. Davidson Companies employee

Honor Adds to Long List of Awards for D.A. Davidson AnalystsMark Kelleher, vice president, senior research analyst with D.A. Davidson & Co. in Boston, has been named an All-Star Analyst by Zacks Investment Research based on his exceptional stock picking for 2015.Kelleher recommended stocks in 2015 that, together in a hypothetical portfolio, would have provided a 44.76% total investment return, according to Zacks calculations. Of the 10 analysts who earned the All-Star designation, Kelleher i...

D.A. Davidson & Co. has served as exclusive financial advisor to Flathead Bank of Bigfork in its proposed sale to First Interstate Bank System Inc. (NASDAQ: FIBK), the parent company of First Interstate Bank. The companies announced this week that they have signed a definitive agreement to join forces. Flathead Bank has total assets of $231.6 million and operates seven branches throughout western and northwestern Montana. First Interstate Bank is an $8.6 billion community banking compan...

D.A. Davidson & Co., a full-service investment firm with a nationwide investment banking practice, served as financial advisor in the Sterigenics International LLC acquisition of Nelson Laboratories Inc.Sterigenics International is the leading global provider of contract sterilization, gamma technologies and medical isotopes, and a portfolio company of Warburg Pincus and GTCR. Sterigenics has acquired Utah-based Nelson Laboratories, Inc., the largest U.S. provider of life-cycle microbiology ...

D.A. Davidson & Co., a full-service investment firm with a nationwide investment banking practice, served as financial advisor in the Sterigenics International LLC acquisition of Nelson Laboratories Inc.Sterigenics International is the leading global provider of contract sterilization, gamma technologies and medical isotopes, and a portfolio company of Warburg Pincus and GTCR. Sterigenics has acquired Utah-based Nelson Laboratories, Inc., the largest U.S. provider of life-cycle microbiology ...

D.A. Davidson & Co., the largest full-service investment firm headquartered in the Northwest, today announced that Jim Lykins has joined its institutional research team as a vice president and research analyst to provide coverage of the real estate sector with a focus on retail.“Jim’s analysis compliments D.A. Davidson’s existing real estate coverage and extends our sector work in an important and growing area,” said John Rogers, head of Institutional Research. &ldquo...

D.A. Davidson & Co., the largest full-service investment firm based in the Northwest, announced today that Richard Han and Dana Cojocaru-Ivoska have joined the public finance group of D.A. Davidson’s Fixed Income Capital Markets Division. The veteran team has significant experience with municipal bond issues in California.Han and Cojocaru-Ivoska are experienced professionals who focus on financing for states, local governments, school districts, universities, hospitals, airports and ut...

The final wave of 1099 statements has been mailed to clients of D.A. Davidson & Co. In the Client Access area of D.A. Davidson’s website, you can find your 1099 statements in the Taxes section of Online Documents. If you have questions about your tax documents, please contact your Financial Advisor.