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Reading the graph
Advisor at BECKER 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 |
|---|---|---|---|---|---|---|
| BECKER CAPITAL MANAGEMENT, INC. | Independent wealth | Mar 21, 2019 | n/a | yes | PORTLAND, OR | Current employment |
| CONFLUENCE WEALTH MANAGEMENT LLC | Former SEC adviser | Jun 27, 2018 | Feb 18, 2019 | no | PORTLAND, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CONFLUENCE WEALTH MANAGEMENT LLC | BECKER CAPITAL MANAGEMENT, INC. | Feb 18, 2019 | Mar 21, 2019 | 31 | Firm change | RIA to RIA |