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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

Amanda Ludford Whately

Advisor at D.A. DAVIDSON & CO.

DENVER, CO | MIDLOTHIAN, VA

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Search this name across graphsid dfx:ria:28250b5c-ca70-20f6-c59e-e9aeb7e23aee

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 24, 2011 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 15, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Aug 15, 2008
First registration: Jun 24, 2011
Dual registered: yes, broker-dealer
Other names: AMANDA MEIGGS|AMANDA LYNN LUDFORD|AMANDA LYNN LUDFORD WHATELY
IAPD individual key: 5468722

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	Sep 5, 2023	n/a	yes	MIDLOTHIAN, VA\|DENVER, CO	Current employment
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Oct 22, 2020	Sep 11, 2023	no	Richmond, VA\|RICHMOND, VA	Previous registration
BB&T SECURITIES, LLC	Former SEC adviser	Oct 26, 2017	Feb 17, 2021	no	RICHMOND, VA\|RICHMOND, VA	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Jun 24, 2011	Oct 10, 2017	no	MIDLOTHIAN, VA	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
TRUIST ADVISORY SERVICES, INC.	D.A. DAVIDSON & CO.	Sep 11, 2023	Sep 5, 2023	-6	Firm change	Ibd to RIA
BB&T SECURITIES, LLC	TRUIST ADVISORY SERVICES, INC.	Feb 17, 2021	Oct 22, 2020	-118	Bulk transfer	Ibd to ibd
SECURIAN FINANCIAL SERVICES, INC.	BB&T SECURITIES, LLC	Oct 10, 2017	Oct 26, 2017	16	Firm change	Other

Relationships

Registered with (4)

→ D.A. DAVIDSON & CO.Registered adviserregistration: current employment
Sep 5, 2023 to presentfactForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Oct 22, 2020 to Sep 11, 2023factForm ADV
→ BB&T SECURITIES, LLCRegistered adviserregistration: previous registration
Oct 26, 2017 to Feb 17, 2021factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jun 24, 2011 to Oct 10, 2017factForm ADV

Dated events

Occurred
Sep 11, 2023
Advisor changed firm
Amanda Ludford Whately left Truist Advisory Services, Inc. for D.A. Davidson & Co. (registered 2023-09-05)
Form ADVobserved 5 days ago