1935-1941

David Adams Davidson opens a 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.

1992

Jody opens the D.A. Davidson & Co. Spokane office — as the first D.A. Davidson hire outside of Montana.

1998

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

2002

Bruce joins D.A. Davidson, and he and Jody start the Pedey Investment Management Group.

2002-2004

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

2005

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

2009

D.A. Davidson acquires Ryan Securities, a fixed-income firm in Des Moines, Iowa.

2011

Bruce forms a new partnership with Monte Chitwood, growing the Pedey Group team.

2012

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

2013

Brian Pedey joins Pedey Group.

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

2016

Chenelle Hofman joins Pedey Group. 

Monte Chitwood retires after 17 years of continuous service to clients. 

D.A. Davidson acquires SMITH HAYES, expanding the firm’s presence in Nebraska. Our new mark, the bison, pays tribute to D.A. Davidson’s past while the sunburst represents the promise of the future.

2017

Company launches D.A. Davidson Day, an annual company-wide day of community volunteer work.

2019

D.A. Davidson acquires Wells Nelson & Associates, a public finance and wealth management firm with offices in Oklahoma and Texas.

2021

D.A. Davidson acquires Marlin & Associates, an investment bank serving clients and investors across the financial technology and data & analytics industries. The combination creates one of the most active technology middle-market investment banking groups in the U.S.

2022

Micaela Stinson joins Pedey Group in April.

After 30 years of dedicated service, Jody Stewart retires in September.

2023

Matt Santangelo joins Pedey Group in June.

In September, the Spokane branch relocates to an updated space with a bright, modern feel.