DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
PORTLAND, 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 |
|---|---|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | Independent wealth | Jul 4, 2019 | n/a | yes | PORTLAND, OR | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Oct 15, 2013 | Dec 24, 2014 | no | PORTLAND, OR|PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | Dec 24, 2014 | Jul 4, 2019 | 1,653 | Firm change after gap | Wirehouse to RIA |