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Reading the graph
Reading the graph
Advisor at D.A. DAVIDSON & CO.
Vancouver, WA
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 14, 2026 | n/a | yes | Vancouver, WA | Current employment |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | May 1, 2023 | May 20, 2026 | no | VANCOUVER, WA|Washougal, WA | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Jun 27, 2022 | May 2, 2023 | no | Hillsboro, OR | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Nov 4, 2019 | Jun 22, 2022 | no | CAMAS, WA|VANCOUVER, WA|VANCOUVER, WA|VANCOUVER, WA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | D.A. DAVIDSON & CO. | May 20, 2026 | May 14, 2026 | -6 | Firm change | Ibd to RIA |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | AMERIPRISE FINANCIAL SERVICES, LLC | May 2, 2023 | May 1, 2023 | -1 | Firm change | Ibd to ibd |
| WELLS FARGO ADVISORS | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Jun 22, 2022 | Jun 27, 2022 | 5 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 6363:199:WA:2026-05-15 | May 20, 2026 | May 14, 2026 | WASHOUGAL, WA | Firm change |