CONTRACTONGOING

DA Davidson Named as District Investment Broker

Berea City Schools logoBerea City Schools
Document date
Aug 31, 2025

The 30-second brief

What it covers

The August 31, 2025 Custom Portfolio Holdings Report identifies DA Davidson as one of Berea City School District’s brokers for investment securities. The firm participates in placing or trading the district’s holdings.

Who holds it

Da Davidson holds this financial services contract with Berea City Schools. Its other public contracts on record include work for City of Sibley and Dayton School District.

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Contract details

Contract type
Financial Services
Document date
August 31, 2025
Source document
Berea City School District Custom Portfolio Holdings Report 2025-08-31 (Report)

Da Davidson's other public contracts

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Questions about this contract

Who was awarded the financial services contract by Berea City Schools?

Da Davidson was awarded this financial services contract by Berea City Schools, as recorded on August 31, 2025.

What type of contract is this?

This is a Financial Services contract, documented as a report record.

Where was this contract approved?

This contract appears in Berea City School District Custom Portfolio Holdings Report 2025-08-31 (Report), dated August 31, 2025 from Berea City Schools. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Da Davidson hold?

Da Davidson may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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