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RIA / WealthAdvisor30 years in industry

DAVID GINO GIANNINI

Advisor at TRUVISTA ADVISORS LLC

REDMOND, WA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 19, 1996 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TRUVISTA ADVISORS LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 21, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 21, 1996
First registration: Aug 19, 1996
Dual registered: no
Other names: DAVID GIANNINI
IAPD individual key: 2735499

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TRUVISTA ADVISORS LLC	State registered	Jun 6, 2024	n/a	yes	REDMOND, WA	Current employment
PRIVATE ASSET MANAGEMENT INC	Independent wealth	Nov 10, 2014	Aug 1, 2024	no	KIRKLAND, WA	Previous registration
TRUTINA FINANCIAL	Former SEC adviser	Feb 1, 2012	Nov 10, 2014	no	BELLEVUE, WA	Previous registration
D.A. DAVIDSON & CO.	Independent wealth	May 19, 2006	Jan 3, 2012	no	SEATTLE, WA	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Aug 19, 1996	May 25, 2006	no	SEATTLE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRIVATE ASSET MANAGEMENT INC	TRUVISTA ADVISORS LLC	Aug 1, 2024	Jun 6, 2024	-56	Firm change after gap	RIA to state RIA
TRUTINA FINANCIAL	PRIVATE ASSET MANAGEMENT INC	Nov 10, 2014	Nov 10, 2014	0	Firm change	Other
D.A. DAVIDSON & CO.	TRUTINA FINANCIAL	Jan 3, 2012	Feb 1, 2012	29	Firm change	Other
RBC CAPITAL MARKETS, LLC	D.A. DAVIDSON & CO.	May 25, 2006	May 19, 2006	-6	Firm change	Other

Relationships

Registered with (5)

→ TRUVISTA ADVISORS LLCRegistered adviserregistration: current employment
Jun 6, 2024 to presentfactForm ADV
→ PRIVATE ASSET MANAGEMENT INCRegistered adviserregistration: previous registration
Nov 10, 2014 to Aug 1, 2024factForm ADV
→ TRUTINA FINANCIALRegistered adviserregistration: previous registration
Feb 1, 2012 to Nov 10, 2014factForm ADV
→ D.A. DAVIDSON & CO.Registered adviserregistration: previous registration
May 19, 2006 to Jan 3, 2012factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Aug 19, 1996 to May 25, 2006factForm ADV

Dated events

Occurred
Aug 1, 2024
Advisor changed firm
David Gino Giannini left Private Asset Management Inc for Truvista Advisors Llc (registered 2024-06-06)
Form ADVobserved 5 days ago