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

Jun 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66

First exam

Sep 23, 2022

First registration

Oct 6, 2022

Dual registered

yes, broker-dealer

Other names

Benjamin Belmonte Valadez

IAPD individual key

7543701

• Occurred

  Dec 18, 2024
  Advisor changed firm

  Benjamin Belmonte Valadez left Merrill Lynch, Pierce, Fenner & Smith Incorporated for D.A. Davidson & Co. (registered 2025-04-03)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:c614a5de-dd36-6fa5-fe58-2ed6a1d39eb0

First observed

Oct 6, 2022

Last observed

Sep 14, 2026 6 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.