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October 08, 2015 6:06 PM ET

Capital Markets

Company Overview of D.A. Davidson & Co.

Company Overview

D.A. Davidson & Co. is a boutique investment banking firm that offers financial advisory and brokerage services. The firm provides corporate finance, security trading, public financing, retirement, and pension planning services. Additionally, it offers regional and national financial research services. The company was founded in 1935 and is based in Great Falls, Montana with additional offices in California, Colorado, Florida, Idaho, Illinois, Kansas, Minnesota, Missouri, Nebraska, Oklahoma, Oregon, Utah, Washington, and Wyoming. D.A. Davidson & Co. operates as a subsidiary of D.A. Davidson Companies.

8 Third Street North

Great Falls, MT 59401

United States

Founded in 1935





Key Executives for D.A. Davidson & Co.

Chief Executive Officer of Davidson Companies
President of Davidson Companies
President of Individual Investor Group
President of Equity Capital Markets
President of Fixed Income Capital Markets
Compensation as of Fiscal Year 2015.

D.A. Davidson & Co. Key Developments

D.A. Davidson & Co. Appoints Brien Rowe as Managing Director in its Consumer and Retail Sector

D.A. Davidson & Co. announced that it has hired Brien Rowe to join its growing investment banking team as managing director in its consumer and retail sector. Rowe joins D.A. Davidson’s Costa Mesa office, expanding the firm’s banking team working in a growing and high-interest area: the apparel, retail and lifestyle sector. He joins the firm the week after D.A. Davidson announced that another banking veteran, Chris Rockers, had been added to expand its energy banking focus.

D.A. Davidson & Co. Appoints Chris Rockers as Managing Director in the Firm’S Energy Practice

D.A. Davidson & Co. announced that it has hired Chris Rockers to join its growing investment banking team as managing director in the firm’s energy practice. Rockers joins D.A. Davidson in Denver with over 15 years of experience in investment banking and private equity, principally in the oil and gas and energy sectors. His experience includes co-founder of ESC Solutions, where he directed mergers and acquisitions for oilfield services companies. He began his career in energy at Cornerstone Holdings, where he led a multi-company roll-up acquisition strategy to create Magna Energy Services. Previously, he worked on financing and M&A advisory with a variety of firms, including Alpina Capital, FTI Consulting and Falkenberg Capital.

D.A. Davidson & Co. Announces Executive Appointments

D.A. Davidson & Co. announced the additions of Steve Condon to serve as co-director of wealth planning; April Zee as associate director of wealth planning; and Daryl Geffken to manage the wealth planning resource group. The new hires come as the company continues to expand financial planning capabilities and services offered to clients. Condon works alongside Hedley Green, also a co-director of wealth planning, to help the firm’s financial advisors and clients create comprehensive financial plans and resolve complex wealth planning issues. He has extensive experience in financial services, most recently as head of the Colorado-based Corundrum Group. Zee, who is based in the Los Angeles office of Crowell, Weedon & Co., a division of D.A. Davidson, provides planning services and helps in financial planning administration. With 14 years of experience in the financial services industry, Zee has spent the last 10 years in leading planning roles with Union Bank and Wells Fargo. Geffken manages the wealth planning team’s planning resource group, which will field inquiries, supports the senior planners, and provides guidance for the firm’s financial planning software program. He was promoted to the new role after joining the company in July 2014 and facilitating the launch of the firm’s planning software, including training the firm’s financial advisors and professional staffs to use the program.

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