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Advisor at DAVIDSON INVESTMENT ADVISORS, INC.
Richmond, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| DAVIDSON INVESTMENT ADVISORS, INC. | Independent wealth | Mar 1, 2023 | n/a | yes | Richmond, VA | Current employment |
| CAPRIN ASSET MANAGEMENT, LLC | Former SEC adviser | Jan 20, 2015 | Mar 10, 2023 | no | HENRICO, VA | Previous registration |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Jan 2, 2013 | Jan 20, 2015 | no | RICHMOND, VA | Previous registration |
| MORGAN KEEGAN & COMPANY, LLC | Former SEC adviser | Nov 1, 2007 | Jan 2, 2013 | no | RICHMOND, VA|RICHMOND, VA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPRIN ASSET MANAGEMENT, LLC | DAVIDSON INVESTMENT ADVISORS, INC. | Mar 10, 2023 | Mar 1, 2023 | -9 | Firm change | RIA to RIA |
| RAYMOND JAMES & ASSOCIATES, INC. | CAPRIN ASSET MANAGEMENT, LLC | Jan 20, 2015 | Jan 20, 2015 | 0 | Firm change | Other |
| MORGAN KEEGAN & COMPANY, LLC | RAYMOND JAMES & ASSOCIATES, INC. | Jan 2, 2013 | Jan 2, 2013 | 0 | Channel change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 106657:110552:VA:2023-03-10 | Mar 10, 2023 | Mar 1, 2023 | HENRICO, VA | Firm change |