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.

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

May 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Jul 31, 2020

First registration

Aug 14, 2023

Dual registered

yes, broker-dealer

Other names

Robin Leigh Grenier

IAPD individual key

7253154

• Occurred

  Apr 17, 2024
  Advisor changed firm

  Robin Leigh Slater left Mma Securities Llc for D.A. Davidson & Co. (registered 2024-06-11)

  Form ADVobserved 6 days ago
• Occurred

  Sep 11, 2023
  Advisor changed firm

  Robin Leigh Slater left First Citizens Investor Services, Inc. for Mma Securities Llc (registered 2023-10-24)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b0606457-528d-adfb-c57b-d6d24275d95c

First observed

Aug 14, 2023

Last observed

Sep 14, 2026 7 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.