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Reading the graph
Advisor at DESCHUTES INVESTMENT CONSULTING, LLC
PORTLAND, OR | Bend, OR
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 |
|---|---|---|---|---|---|---|
| DESCHUTES INVESTMENT CONSULTING, LLC | Other adviser | May 11, 2026 | n/a | yes | Bend, OR|PORTLAND, OR | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 28, 2025 | Mar 30, 2026 | no | Boise, ID|SALT LAKE CITY, UT|BOISE, ID|CROWLEY, TX|GARDEN CITY, ID|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | DESCHUTES INVESTMENT CONSULTING, LLC | Mar 30, 2026 | May 11, 2026 | 42 | Firm change | Other |