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RIA / WealthAdvisor39 years in industry

DAVID ANDREW MCINNIS

Advisor at MADDEN CREEK ADVISORS

SAN RAFAEL, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 15, 2004 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: MADDEN CREEK ADVISORS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 17, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Sep 17, 1987
First registration: Mar 15, 2004
Dual registered: no
Other names: DAVID A MCINNIS
IAPD individual key: 1632569

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
MADDEN CREEK ADVISORS	State registered	Sep 4, 2015	n/a	yes	SAN RAFAEL, CA	Current employment
SVB WEALTH	Independent wealth	Feb 12, 2015	Mar 17, 2015	no	SAN FRANCISCO, CA	Previous registration
CONSTELLATION WEALTH ADVISORS LLC	Former SEC adviser	Feb 11, 2011	May 1, 2013	no	NEW YORK, NY\|MENLO PARK, CA	Previous registration
DEUTSCHE BANK SECURITIES INC.	No RAUM reported	Mar 15, 2004	Aug 28, 2006	no	SAN FRANCISCO, CA\|SAN FRANCISCO, CA	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
SVB WEALTH	MADDEN CREEK ADVISORS	Mar 17, 2015	Sep 4, 2015	171	Firm change	Other
CONSTELLATION WEALTH ADVISORS LLC	SVB WEALTH	May 1, 2013	Feb 12, 2015	652	Firm change after gap	Other
DEUTSCHE BANK SECURITIES INC.	CONSTELLATION WEALTH ADVISORS LLC	Aug 28, 2006	Feb 11, 2011	1,628	Firm change after gap	Other

Relationships

Registered with (4)

→ MADDEN CREEK ADVISORSRegistered adviserregistration: current employment
Sep 4, 2015 to presentfactForm ADV
→ SVB WEALTHRegistered adviserregistration: previous registration
Feb 12, 2015 to Mar 17, 2015factForm ADV
→ CONSTELLATION WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Feb 11, 2011 to May 1, 2013factForm ADV
→ DEUTSCHE BANK SECURITIES INC.Registered adviserregistration: previous registration
Mar 15, 2004 to Aug 28, 2006factForm ADV

Dated events

No dated event names this entity yet.