CONTRACTONGOING

D.A. Davidson Certified For Dealer And Adviser Roles

Utah Office of the State Treasurer | State of Utah

Document date: Sep 17, 2026

What it covers

The Utah Money Management Council reviewed D.A. Davidson & Co. as both a certified dealer and investment adviser. The September materials identified Tyler Pettit as a newly added adviser representative.

Who holds it

D.A. Davidson & Company holds this financial services contract with Utah Office of the State Treasurer | State of Utah. Its other public contracts on record include work for Hood Canal School District and Nebraska Investment Finance Authority.

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Contract details

Contract type: Financial Services
Document date: September 17, 2026
Vendor: D.A. Davidson & Company
Agency: Utah Office of the State Treasurer | State of Utah
Source document: Utah Money Management Council AgendaPacket Meeting and Reports 2026-09-17 (AgendaPacket)

D.A. Davidson & Company's other public contracts

Hood Canal School District, WashingtonD.A. Davidson Named Placement Agent for School Bond · Oct 22, 2026Undisclosed Nebraska Investment Finance Authority, NebraskaD.A. Davidson Selected for NIFA Bond Program · Oct 19, 2026Undisclosed City of Stevens Point, WisconsinD.A. Davidson Proposed for Stevens Point Bond Sale · Oct 13, 2026 Town of Arlington, MinnesotaArlington Authorizes D.A. Davidson Bond Underwriting · Oct 5, 2026 Helena High School District, MontanaD.A. Davidson Set to Underwrite Helena School Bonds · Sep 24, 2026Undisclosed All D.A. Davidson & Company contractsVendor profile

More Utah Office of the State Treasurer | State of Utah contracts

Garcia Hamilton & AssociatesGarcia Hamilton Adviser Listing Not Renewed · Sep 17, 2026Undisclosed Morton Asset Management LLCMorton Asset Management Listing Deleted · Sep 17, 2026Undisclosed Meeder Public Funds IncMeeder Adviser Representative Record Corrected · Sep 17, 2026Undisclosed Janney Montgomery Scott LLCJanney Montgomery Scott Dealer Listing Not Renewed · Sep 17, 2026Undisclosed Umb Bank National AssociationUMB Bank Added To Qualified Depository List · Sep 17, 2026Undisclosed All Utah Office of the State Treasurer | State of Utah activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Utah Office of the State Treasurer | State of Utah?

D.A. Davidson & Company was awarded this financial services contract by Utah Office of the State Treasurer | State of Utah, as recorded on September 17, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Utah Money Management Council AgendaPacket Meeting and Reports 2026-09-17 (AgendaPacket), dated September 17, 2026 from Utah Office of the State Treasurer | State of Utah. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does D.A. Davidson & Company hold?

D.A. Davidson & Company 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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