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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)16 years in industry

MICHAEL DAVID MARTIN

Advisor at D.A. DAVIDSON & CO.

GREAT FALLS, MT

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Search this name across graphsid dfx:ria:d5ce2db7-1ca0-effe-8fb8-9e98c448a573

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: Aug 13, 2010 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: 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: Aug 12, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Aug 12, 2010
First registration: Aug 13, 2010
Dual registered: yes, broker-dealer
Other names: MICHAEL MARTIN
IAPD individual key: 5795908

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
D.A. DAVIDSON & CO.	Independent wealth	Feb 11, 2026	n/a	yes	GREAT FALLS, MT	Current employment
BASECAMP WEALTH ADVISORS, LLC	Independent wealth	Apr 9, 2025	Mar 24, 2026	no	BELLEVUE, WA	Previous registration
THE CLARIUS GROUP, LLC	Former SEC adviser	Jan 31, 2021	Mar 20, 2025	no	SEATTLE, WA	Previous registration
Pathstone	Independent wealth	Oct 21, 2020	Jan 25, 2021	no	BELLEVUE, WA\|ENGLEWOOD, NJ	Previous registration
CORNERSTONE ADVISORS INC	Former SEC adviser	Dec 19, 2017	Sep 30, 2020	no	BELLEVUE, WA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 3, 2015	May 3, 2016	no	LYNNWOOD, WA\|BELLEVUE, WA\|LYNNWOOD, WA	Previous registration
STIFEL, NICOLAUS & COMPANY, INCORPORATED	National bd RIA	Apr 5, 2013	Oct 12, 2015	no	BELLEVUE, WA\|ST. LOUIS, MO	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 2, 2013	Apr 5, 2013	no	BELLEVUE, WA	Previous registration
MORGAN STANLEY	Wirehouse	Jul 26, 2011	Feb 27, 2012	no	Bellevue, WA	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Aug 13, 2010	May 6, 2011	no	BELLEVUE, WA	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
BASECAMP WEALTH ADVISORS, LLC	D.A. DAVIDSON & CO.	Mar 24, 2026	Feb 11, 2026	-41	Firm change after gap	RIA to RIA
THE CLARIUS GROUP, LLC	BASECAMP WEALTH ADVISORS, LLC	Mar 20, 2025	Apr 9, 2025	20	Firm change	RIA to new firm
Pathstone	THE CLARIUS GROUP, LLC	Jan 25, 2021	Jan 31, 2021	6	Firm change	RIA to RIA
CORNERSTONE ADVISORS INC	Pathstone	Sep 30, 2020	Oct 21, 2020	21	Bulk transfer	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CORNERSTONE ADVISORS INC	May 3, 2016	Dec 19, 2017	595	Firm change after gap	Other
STIFEL, NICOLAUS & COMPANY, INCORPORATED	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 12, 2015	Nov 3, 2015	22	Firm change	Ibd to wirehouse
WELLS FARGO ADVISORS	STIFEL, NICOLAUS & COMPANY, INCORPORATED	Apr 5, 2013	Apr 5, 2013	0	Firm change	Wirehouse to ibd
MORGAN STANLEY	WELLS FARGO ADVISORS	Feb 27, 2012	Jan 2, 2013	310	Firm change	Wirehouse to wirehouse
EQUITABLE ADVISORS, LLC	MORGAN STANLEY	May 6, 2011	Jul 26, 2011	81	Firm change	Ibd to wirehouse

Relationships

Registered with (10)

→ D.A. DAVIDSON & CO.Registered adviserregistration: current employment
Feb 11, 2026 to presentfactForm ADV
→ BASECAMP WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 9, 2025 to Mar 24, 2026factForm ADV
→ THE CLARIUS GROUP, LLCRegistered adviserregistration: previous registration
Jan 31, 2021 to Mar 20, 2025factForm ADV
→ PATHSTONERegistered adviserregistration: previous registration
Oct 21, 2020 to Jan 25, 2021factForm ADV
→ CORNERSTONE ADVISORS INCRegistered adviserregistration: previous registration
Dec 19, 2017 to Sep 30, 2020factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 3, 2015 to May 3, 2016factForm ADV
→ STIFEL, NICOLAUS & COMPANY, INCORPORATEDRegistered adviserregistration: previous registration
Apr 5, 2013 to Oct 12, 2015factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 2, 2013 to Apr 5, 2013factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jul 26, 2011 to Feb 27, 2012factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 13, 2010 to May 6, 2011factForm ADV

Dated events

Occurred
Mar 24, 2026
Advisor changed firm
Michael David Martin left Basecamp Wealth Advisors, Llc for D.A. Davidson & Co. (registered 2026-02-11)
Form ADVobserved 5 days ago
Occurred
Mar 20, 2025
Advisor changed firm
Michael David Martin left The Clarius Group, Llc for Basecamp Wealth Advisors, Llc (registered 2025-04-09)
Form ADVobserved 5 days ago