DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner26 years in industry

JOHN THOMAS DAVIS

Advisor at THREADLINE WEALTH

BELLEVUE, WA | RANCHO CORDOVA, CA

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:c6667661-f47a-76d2-2a8a-e5d5537115ec

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jun 5, 2002 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: THREADLINE WEALTH
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: Aug 24, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63|S66
First exam: Aug 24, 2000
First registration: Jun 5, 2002
Dual registered: no
IAPD individual key: 4235662

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
THREADLINE WEALTH	Independent wealth	Jan 30, 2019	n/a	yes	RANCHO CORDOVA, CA\|BELLEVUE, WA	Current employment
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Bd affiliated wealth	Sep 18, 2017	Nov 19, 2018	no	Roseville, CA\|Roseville, CA\|MINNEAPOLIS, MN\|MINNEAPOLIS, MN	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Nov 5, 2014	Sep 11, 2017	no	Roseville, CA	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Sep 18, 2012	Nov 4, 2014	no	ROSEVILLE, CA	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Oct 19, 2009	Sep 20, 2012	no	CHICO, CA\|BOZEMAN, MT	Previous registration
WADDELL & REED	Former SEC adviser	Aug 18, 2004	Oct 8, 2004	no	SACRAMENTO, CA	Previous registration
FDX ADVISORS, INC.	Asset manager	Jun 5, 2002	Apr 19, 2004	no	SACRAMENTO, 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
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	THREADLINE WEALTH	Nov 19, 2018	Jan 30, 2019	72	Firm change	Ibd to RIA
PRINCIPAL SECURITIES, INC.	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Sep 11, 2017	Sep 18, 2017	7	Firm change	Other
SECURITIES AMERICA ADVISORS, INC.	PRINCIPAL SECURITIES, INC.	Nov 4, 2014	Nov 5, 2014	1	Firm change	Other
VALIC FINANCIAL ADVISORS, INC.	SECURITIES AMERICA ADVISORS, INC.	Sep 20, 2012	Sep 18, 2012	-2	Firm change	Other
WADDELL & REED	VALIC FINANCIAL ADVISORS, INC.	Oct 8, 2004	Oct 19, 2009	1,837	Firm change after gap	Other
FDX ADVISORS, INC.	WADDELL & REED	Apr 19, 2004	Aug 18, 2004	121	Firm change	Other

Relationships

Registered with (7)

→ THREADLINE WEALTHRegistered adviserregistration: current employment
Jan 30, 2019 to presentfactForm ADV
→ CLIFTONLARSONALLEN WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 18, 2017 to Nov 19, 2018factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Nov 5, 2014 to Sep 11, 2017factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Sep 18, 2012 to Nov 4, 2014factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Oct 19, 2009 to Sep 20, 2012factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Aug 18, 2004 to Oct 8, 2004factForm ADV
→ FDX ADVISORS, INC.Registered adviserregistration: previous registration
Jun 5, 2002 to Apr 19, 2004factForm ADV

Dated events

No dated event names this entity yet.