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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

Darren James Schuldheiss

Advisor at D.A. DAVIDSON & CO.

BOISE, ID

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Aug 29, 2002 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: D.A. DAVIDSON & CO.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 29, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Apr 10, 2018
First registration: Aug 29, 2002
Dual registered: yes, broker-dealer
Other names: DARREN J SCHULDHEISS|DARREN JAMES SCHULDHEISS|Darren Schuldheiss
IAPD individual key: 4258368

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
D.A. DAVIDSON & CO.	Independent wealth	Apr 10, 2018	n/a	yes	BOISE, ID	Current employment
BELLATORE FINANCIAL, INC.	Independent wealth	Feb 18, 2009	Sep 18, 2009	no	THE WOODLANDS, TX	Previous registration
ASSETMARK, INC.	Bd affiliated wealth	Jul 31, 2008	Jan 21, 2009	no	ISSAQUAH, WA	Previous registration
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Oct 17, 2005	Sep 11, 2007	no	ENCINO, CA	Previous registration
GENWORTH FINANCIAL ASSET MANAGEMENT, INC	n/a	Jun 22, 2005	Jul 31, 2008	no	ENCINO, CA\|ISSAQUAH, WA	Previous registration
D.A. DAVIDSON & CO.	Independent wealth	Aug 29, 2002	Apr 7, 2005	no	KALISPELL, MT	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
BELLATORE FINANCIAL, INC.	D.A. DAVIDSON & CO.	Sep 18, 2009	Apr 10, 2018	3,126	Firm change after gap	Other
ASSETMARK, INC.	BELLATORE FINANCIAL, INC.	Jan 21, 2009	Feb 18, 2009	28	Firm change	Other
GENWORTH FINANCIAL ASSET MANAGEMENT, INC	CETERA INVESTMENT ADVISERS LLC	Jul 31, 2008	Oct 17, 2005	-1,018	Firm change after gap	Other
CETERA INVESTMENT ADVISERS LLC	ASSETMARK, INC.	Sep 11, 2007	Jul 31, 2008	324	Firm change	Other
D.A. DAVIDSON & CO.	GENWORTH FINANCIAL ASSET MANAGEMENT, INC	Apr 7, 2005	Jun 22, 2005	76	Firm change	Other

Relationships

Registered with (5)

→ D.A. DAVIDSON & CO.Registered adviserregistration: previous registration
Aug 29, 2002 to Apr 7, 2005factForm ADV
→ BELLATORE FINANCIAL, INC.Registered adviserregistration: previous registration
Feb 18, 2009 to Sep 18, 2009factForm ADV
→ ASSETMARK, INC.Registered adviserregistration: previous registration
Jul 31, 2008 to Jan 21, 2009factForm ADV
→ GENWORTH FINANCIAL ASSET MANAGEMENT, INCRegistered adviserregistration: previous registration
Jun 22, 2005 to Jul 31, 2008factForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Oct 17, 2005 to Sep 11, 2007factForm ADV

Dated events

No dated event names this entity yet.