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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

Desiree J Davenhill

Advisor at MORGAN STANLEY

SALEM, OR

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Search this name across graphsid dfx:ria:86982e50-3f68-9f77-3e9c-431c9026bedf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 8, 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: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 28, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Feb 28, 2007
First registration: Apr 8, 2011
Dual registered: yes, broker-dealer
Other names: DESIREE JOY ZELINKA|DESIREE JOY MCAFEE-ZELINKA|DESIREE JOY MCAFEE|DESIREE JOY DAVENHILL
IAPD individual key: 4912870

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
MORGAN STANLEY	Wirehouse	Sep 20, 2022	n/a	yes	SALEM, OR	Current employment
CLEARVIEW WEALTH ADVISORS, LLC	Former SEC adviser	Sep 22, 2021	Sep 7, 2022	no	SALEM, OR	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Nov 6, 2020	Apr 6, 2021	no	LAKE OSWEGO, OR	Previous registration
KMS FINANCIAL SERVICES, INC	Former SEC adviser	Sep 14, 2020	Nov 6, 2020	no	SEATTLE, WA\|Lake Oswego, OR	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Apr 8, 2011	Sep 16, 2020	no	SALEM, OR\|PORTLAND, OR\|SALEM, OR\|LAKE OSWEGO, OR\|SALEM, OR	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
CLEARVIEW WEALTH ADVISORS, LLC	MORGAN STANLEY	Sep 7, 2022	Sep 20, 2022	13	Firm change	RIA to wirehouse
SECURITIES AMERICA ADVISORS, INC.	CLEARVIEW WEALTH ADVISORS, LLC	Apr 6, 2021	Sep 22, 2021	169	Firm change	Ibd to RIA
KMS FINANCIAL SERVICES, INC	SECURITIES AMERICA ADVISORS, INC.	Nov 6, 2020	Nov 6, 2020	0	Bulk transfer	Ibd to ibd
WELLS FARGO ADVISORS	KMS FINANCIAL SERVICES, INC	Sep 16, 2020	Sep 14, 2020	-2	Firm change	Wirehouse to ibd

Relationships

Registered with (5)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Sep 20, 2022 to presentfactForm ADV
→ CLEARVIEW WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 22, 2021 to Sep 7, 2022factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Nov 6, 2020 to Apr 6, 2021factForm ADV
→ KMS FINANCIAL SERVICES, INCRegistered adviserregistration: previous registration
Sep 14, 2020 to Nov 6, 2020factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Apr 8, 2011 to Sep 16, 2020factForm ADV

Dated events

Occurred
Sep 7, 2022
Advisor changed firm
Desiree J Davenhill left Clearview Wealth Advisors, Llc for Morgan Stanley (registered 2022-09-20)
Form ADVobserved 5 days ago