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Reading the graph
Advisor at FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
PORTLAND, 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 |
|---|---|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | Independent wealth | Nov 22, 2021 | n/a | yes | PORTLAND, OR | Current employment |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Oct 5, 2016 | Oct 21, 2021 | no | DENVER, CO|PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVICE AND PLANNING SERVICES | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | Oct 21, 2021 | Nov 22, 2021 | 32 | Firm change | Ibd to RIA |