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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

MARINA STEWART DAVIS

Advisor at WELLS FARGO ADVISORS

SEATTLE, WA | BAINBRIDGE ISLAND, WA | POULSBO, WA | SILVERDALE, WA

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Search this name across graphsid dfx:ria:e26b685d-1cbb-2bcb-8b8f-5dd1ae8ffedd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 25, 2004 to Sep 15, 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: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 30, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Jan 30, 2001
First registration: Oct 25, 2004
Dual registered: yes, broker-dealer
Other names: MARINA S SHELDON|MARINA S DAVIS
IAPD individual key: 4316603

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
WELLS FARGO ADVISORS	Wirehouse	Mar 27, 2023	n/a	yes	POULSBO, WA\|SILVERDALE, WA\|SEATTLE, WA\|BAINBRIDGE ISLAND, WA	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	Jul 24, 2015	Mar 25, 2023	no	POULSBO, WA\|PORT ORCHARD, WA\|BREMERTON, WA\|SILVERDALE, WA\|RENTON, WA\|RENTON, WA\|RENTON, WA\|RENTON, WA\|RENTON, WA	Previous registration
EDWARD JONES	National bd RIA	Dec 3, 2007	Jul 16, 2009	no	BAINBRIDGE ISLAND, WA\|BAINBRIDGE ISLAND, WA\|ST LOUIS, MO	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Oct 25, 2004	Sep 19, 2006	no	VENICE, FL\|VENICE, FL	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
J.P. MORGAN SECURITIES LLC	WELLS FARGO ADVISORS	Mar 25, 2023	Mar 27, 2023	2	Firm change	Wirehouse to wirehouse
EDWARD JONES	J.P. MORGAN SECURITIES LLC	Jul 16, 2009	Jul 24, 2015	2,199	Firm change after gap	Ibd to wirehouse
A. G. EDWARDS & SONS, INC.	EDWARD JONES	Sep 19, 2006	Dec 3, 2007	440	Firm change after gap	Other

Relationships

Registered with (4)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Mar 27, 2023 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Jul 24, 2015 to Mar 25, 2023factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Dec 3, 2007 to Jul 16, 2009factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Oct 25, 2004 to Sep 19, 2006factForm ADV

Dated events

Occurred
Mar 25, 2023
Advisor changed firm
Marina Stewart Davis left J.P. Morgan Securities Llc for Wells Fargo Advisors (registered 2023-03-27)
Form ADVobserved 5 days ago