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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 | Jan 24, 2023 | n/a | yes | PORTLAND, OR | Current employment |
| SAPIENT PRIVATE WEALTH MANAGEMENT, LLC | Independent wealth | Nov 2, 2012 | Jul 17, 2019 | no | EUGENE, OR | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SAPIENT PRIVATE WEALTH MANAGEMENT, LLC | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. | Jul 17, 2019 | Jan 24, 2023 | 1,287 | Firm change after gap | RIA to RIA |