DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at D.A. DAVIDSON & CO.
BEND, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| D.A. DAVIDSON & CO. | Independent wealth | Jun 14, 2017 | n/a | yes | BEND, OR|BEND, OR | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | Feb 18, 2014 | Jun 21, 2017 | no | RED BLUFF, CA|REDMOND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | D.A. DAVIDSON & CO. | Jun 21, 2017 | Jun 14, 2017 | -7 | Firm change | Other |