DFX Intelligence

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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)22 years in industry

Bradley Nelson Stewart

Advisor at D.A. DAVIDSON & CO.

Mercer Island, WA | SEATTLE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8a36d564-de4d-4623-0ca1-ee06ebd0d57b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 6, 2003 to Sep 15, 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: D.A. DAVIDSON & CO.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 6, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66
First exam: Dec 14, 2015
First registration: Oct 6, 2003
Dual registered: yes, broker-dealer
Other names: BRAD NELSON STEWART
IAPD individual key: 4697754

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
D.A. DAVIDSON & CO.	Independent wealth	Apr 3, 2020	n/a	yes	SEATTLE, WA\|Mercer Island, WA	Current employment
ROBERT W. BAIRD & CO. INCORPORATED	Mixed wealth	Nov 3, 2015	Feb 14, 2020	no	Seattle, WA	Previous registration
EDGE ASSET MANAGEMENT, INC.	Former SEC adviser	Mar 29, 2005	Dec 10, 2015	no	SEATTLE, WA\|DES MOINES, IA	Previous registration
D.A. DAVIDSON & CO.	Independent wealth	Oct 6, 2003	Feb 14, 2005	no	SEATTLE, WA	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
ROBERT W. BAIRD & CO. INCORPORATED	D.A. DAVIDSON & CO.	Feb 14, 2020	Apr 3, 2020	49	Firm change	RIA to RIA
EDGE ASSET MANAGEMENT, INC.	ROBERT W. BAIRD & CO. INCORPORATED	Dec 10, 2015	Nov 3, 2015	-37	Firm change after gap	Other
D.A. DAVIDSON & CO.	EDGE ASSET MANAGEMENT, INC.	Feb 14, 2005	Mar 29, 2005	43	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
8158:199:WA:2020-02-14	Feb 14, 2020	Apr 3, 2020	SEATTLE, WA	Firm change

Relationships

Registered with (3)

→ D.A. DAVIDSON & CO.Registered adviserregistration: previous registration
Oct 6, 2003 to Feb 14, 2005factForm ADV
→ ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserregistration: previous registration
Nov 3, 2015 to Feb 14, 2020factForm ADV
→ EDGE ASSET MANAGEMENT, INC.Registered adviserregistration: previous registration
Mar 29, 2005 to Dec 10, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8a36d564-de4d-4623-0ca1-ee06ebd0d57b
First observed: Oct 6, 2003
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Bradley Nelson Stewart

Advisor at D.A. DAVIDSON & CO.

Mercer Island, WA | SEATTLE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8a36d564-de4d-4623-0ca1-ee06ebd0d57b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:15 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

D.A. DAVIDSON & CO.

Independent wealth

Apr 3, 2020

n/a

yes

SEATTLE, WA|Mercer Island, WA

Current employment

ROBERT W. BAIRD & CO. INCORPORATED

Mixed wealth

Nov 3, 2015

Feb 14, 2020

Seattle, WA

Previous registration

EDGE ASSET MANAGEMENT, INC.

Former SEC adviser

Mar 29, 2005

Dec 10, 2015

SEATTLE, WA|DES MOINES, IA

Previous registration

D.A. DAVIDSON & CO.

Independent wealth

Oct 6, 2003

Feb 14, 2005

SEATTLE, WA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

ROBERT W. BAIRD & CO. INCORPORATED

D.A. DAVIDSON & CO.

Feb 14, 2020

Apr 3, 2020

Firm change

RIA to RIA

EDGE ASSET MANAGEMENT, INC.

ROBERT W. BAIRD & CO. INCORPORATED

Dec 10, 2015

Nov 3, 2015

-37

Firm change after gap

Other

D.A. DAVIDSON & CO.

EDGE ASSET MANAGEMENT, INC.

Feb 14, 2005

Mar 29, 2005

Firm change

Other

Team

Left

Joined

From

Kind

8158:199:WA:2020-02-14

Feb 14, 2020

Apr 3, 2020

SEATTLE, WA

Firm change