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Reading the graph
Advisor at D.A. DAVIDSON & CO.
FRANKLIN, TN
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 |
|---|---|---|---|---|---|---|
| D.A. DAVIDSON & CO. | Independent wealth | May 4, 2026 | n/a | yes | FRANKLIN, TN | Current employment |
| ARETE WEALTH ADVISORS, LLC | Bd affiliated wealth | Jan 24, 2022 | Apr 14, 2026 | no | Nashville, TN|CHICAGO, IL|Nashville, TN | Previous registration |
| CENTER STREET ADVISORS, INC. | Former SEC adviser | Nov 22, 2021 | Jun 13, 2023 | no | NASHVILLE, TN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ARETE WEALTH ADVISORS, LLC | D.A. DAVIDSON & CO. | Apr 14, 2026 | May 4, 2026 | 20 | Firm change | Ibd to RIA |
| CENTER STREET ADVISORS, INC. | ARETE WEALTH ADVISORS, LLC | Jun 13, 2023 | Jan 24, 2022 | -505 | Firm change after gap | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 169329:145488:TN:2023-06-13 | Jun 13, 2023 | Jan 24, 2022 | NASHVILLE, TN | Firm change after gap |