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RIA / WealthAdvisordual registered (broker-dealer)46 years in industry

BLAKE TRAMILL TODD

Advisor at D.A. DAVIDSON & CO.

FRESNO, CA | Tallahassee, FL

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Search this name across graphsid dfx:ria:d9f687f3-9431-6cdb-541d-233f3fda8c5b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: May 28, 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: 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: Jan 22, 1980earliest registration or exam on IAPD
Years in industry: 46derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Jan 22, 1980
First registration: May 28, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 702561

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	Nov 25, 2013	n/a	yes	FRESNO, CA\|Tallahassee, FL	Current employment
CROWELL WEEDON & CO.	Former SEC adviser	Nov 4, 2013	Nov 25, 2013	no	FRESNO, CA	Previous registration
TWO OAKS INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jun 8, 2011	May 13, 2021	no	CLOVIS, CA	Previous registration
CROWELL, WEEDON & CO.	Former SEC adviser	Dec 6, 2006	Nov 4, 2013	no	LOS ANGELES, CA\|FRESNO, CA	Previous registration
SMART INVESTMENTS ADVISORY INCORPORATED	State registered	Feb 28, 2005	Dec 20, 2006	no	REDLANDS, CA\|FRESNO, CA\|LOS ANGELES, CA	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	May 28, 2002	Feb 18, 2005	no	FRESNO, 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
TWO OAKS INVESTMENT MANAGEMENT, LLC	CROWELL WEEDON & CO.	May 13, 2021	Nov 4, 2013	-2,747	Firm change after gap	Other
CROWELL WEEDON & CO.	D.A. DAVIDSON & CO.	Nov 25, 2013	Nov 25, 2013	0	Bulk transfer	Other
CROWELL, WEEDON & CO.	TWO OAKS INVESTMENT MANAGEMENT, LLC	Nov 4, 2013	Jun 8, 2011	-880	Firm change after gap	Other
SMART INVESTMENTS ADVISORY INCORPORATED	CROWELL, WEEDON & CO.	Dec 20, 2006	Dec 6, 2006	-14	Firm change	Other
RBC CAPITAL MARKETS, LLC	SMART INVESTMENTS ADVISORY INCORPORATED	Feb 18, 2005	Feb 28, 2005	10	Firm change	Ibd to state RIA

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
157874:168622:CA:2021-05-13	May 13, 2021	Nov 4, 2013	CLOVIS, CA	Firm change after gap

Relationships

Registered with (6)

→ D.A. DAVIDSON & CO.Registered adviserregistration: current employment
Nov 25, 2013 to presentfactForm ADV
→ TWO OAKS INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 8, 2011 to May 13, 2021factForm ADV
→ CROWELL WEEDON & CO.Registered adviserregistration: previous registration
Nov 4, 2013 to Nov 25, 2013factForm ADV
→ CROWELL, WEEDON & CO.Registered adviserregistration: previous registration
Dec 6, 2006 to Nov 4, 2013factForm ADV
→ SMART INVESTMENTS ADVISORY INCORPORATEDRegistered adviserregistration: previous registration
Feb 28, 2005 to Dec 20, 2006factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
May 28, 2002 to Feb 18, 2005factForm ADV

Dated events

No dated event names this entity yet.