Balance Sheet Highlights
Relationships Role Relationship Start Relationship End
Abigail Elizabeth Davidson 1997 Trust Parent 7/21/2011 10/31/2012
Zachary Curtis Maxwell 1999 Trust Parent 7/21/2011 10/31/2012
Andrew Garrett Davidson 1999 Trust Parent 7/21/2011 10/31/2012
Davidson Companies Employee Stock Ownership Plan Parent 7/21/2011 10/31/2012
Ryan Ian Maxwell 1991 Trust Parent 7/21/2011 10/31/2012
Casey Paul Maxwell 1991 Trust Parent 7/21/2011 10/31/2012
Alexander Scott Maxwell 1992 Trust Parent 7/21/2011 10/31/2012
Lucas Garrett Maxwell 1994 Trust Parent 7/21/2011 10/31/2012
Nicholas Adam Descamps 1995 Trust Parent 7/21/2011 10/31/2012
Ian Timothy Descamps 1997 Trust Parent 7/21/2011 10/31/2012
Ian B. Davidson Revocable Trust Parent 7/21/2011 10/31/2012
Davidson Legacy Llc Parent 7/21/2011 10/31/2012
Abigail Elizabeth Davidson 1997 Trust Parent 1/1/2001 7/20/2011
Zachary Curtis Maxwell 1999 Trust Parent 1/1/2001 7/20/2011
Andrew Garrett Davidson 1999 Trust Parent 1/1/2001 7/20/2011
Davidson Companies Employee Stock Ownership Plan Parent 1/1/2001 7/20/2011
Ryan Ian Maxwell 1991 Trust Parent 1/1/2001 7/20/2011
Casey Paul Maxwell 1991 Trust Parent 1/1/2001 7/20/2011
Alexander Scott Maxwell 1992 Trust Parent 1/1/2001 7/20/2011
Lucas Garrett Maxwell 1994 Trust Parent 1/1/2001 7/20/2011
Nicholas Adam Descamps 1995 Trust Parent 1/1/2001 7/20/2011
Ian Timothy Descamps 1997 Trust Parent 1/1/2001 7/20/2011
Ian B. Davidson Revocable Trust Parent 1/1/2001 7/20/2011
Davidson Legacy Llc Parent 1/1/2001 7/20/2011
Davidson Trust Co. Subsidary 7/21/2011 10/31/2012
D.A. Davidson & Co. Subsidary 7/21/2011 10/31/2012
Davidson Investment Advisors, Inc. Subsidary 7/21/2011 10/31/2012
Davidson Fixed Income Management, Inc. Subsidary 7/21/2011 10/31/2012
Davidson Travel, Inc. Subsidary 7/21/2011 10/31/2012
Davidson Funding Company I Subsidary 7/21/2011 10/31/2012
Davidson Trust Co. Subsidary 1/1/2001 7/20/2011
D.A. Davidson & Co. Subsidary 4/1/2011 7/20/2011
Davidson Investment Advisors, Inc. Subsidary 4/1/2011 7/20/2011
Davidson Fixed Income Management, Inc. Subsidary 4/1/2011 7/20/2011
Davidson Travel, Inc. Subsidary 4/1/2011 7/20/2011
Davidson Funding Company I Subsidary 4/1/2011 7/20/2011
Financial Highlights
Total Assets