DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Davidson Investment Advisors, Inc.

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Benjamin Tracy BishopDavidson Investment Advisors, Inc. independent RIAD.A. Davidson & Co. independent RIARIA to RIAOct 2, 2024Oct 2, 2024
Timothy Elliott IltzDavidson Investment Advisors, Inc. independent RIAHerbert J. Sims Capital Management, Inc. independent RIARIA to RIAMar 7, 2023Oct 23, 2024 (596 d)
Dean Fitzgerald ClemetsenDavidson Investment Advisors, Inc. otherFidelity Personal And Workplace Advisors BD affiliatedOtherNov 20, 2015Apr 1, 2022 (2324 d)
Bradley Hunter HouleDavidson Investment Advisors, Inc. otherD.A. Davidson & Co. otherOtherFeb 5, 2013Apr 24, 2002
David Ryan HultmanDavidson Investment Advisors, Inc. otherBancwest Investment Services, Inc. (Bwis) otherOtherAug 17, 2010Sep 28, 2010 (42 d)
Robert Alfred JohnsonDavidson Investment Advisors, Inc. otherD.A. Davidson & Co. otherOtherNov 12, 2009Mar 15, 1999
Eric Wendell AllenDavidson Investment Advisors, Inc. otherWells Fargo Advisors wirehouseOtherNov 12, 2009Mar 18, 2010 (126 d)
Kirt Owen FredericksDavidson Investment Advisors, Inc. otherD.A. Davidson & Co. otherOtherNov 12, 2009Mar 15, 1999
Taeya Christina LauerDavidson Investment Advisors, Inc. otherD.A. Davidson & Co. otherOtherNov 12, 2009Sep 16, 2002
Chad Alexander RolandDavidson Investment Advisors, Inc. otherDavidson Trust Co. unclassifiedOtherNov 12, 2009Jul 29, 2003
Garry Thomas SheaDavidson Investment Advisors, Inc. otherDavidson Trust Co. unclassifiedOtherNov 24, 2008Jul 29, 2003
Michael Paul KubasDavidson Investment Advisors, Inc. otherD.A. Davidson & Co. otherOtherMay 8, 2006Oct 6, 2005
Brian Lynn EisenbarthDavidson Investment Advisors, Inc. otherD.A. Davidson & Co. otherOtherApr 10, 2006May 30, 2002
Jeremy Andrew HawkinsDavidson Investment Advisors, Inc. otherLPL Financial LLC otherOtherMar 3, 2006Feb 24, 2006
Matthew Walter DhaneDavidson Investment Advisors, Inc. otherTieton Capital Management otherOtherJul 28, 2005Jan 5, 2006 (161 d)
William Joseph DezellemDavidson Investment Advisors, Inc. otherD.A. Davidson & Co. otherOtherJun 9, 2005Jul 8, 1999
Michael Joseph PurpuraDavidson Investment Advisors, Inc. otherD.A. Davidson & Co. otherOtherNov 8, 2004Dec 22, 2014 (3696 d)
Jordan WernerDavidson Investment Advisors, Inc. otherD.A. Davidson & Co. independent RIAOtherNov 8, 2004Sep 14, 2018 (5058 d)
John Bratton DuboseDavidson Investment Advisors, Inc. otherWells Fargo Advisors wirehouseOtherNov 8, 2004Dec 14, 2011 (2592 d)
J. Jay FlynnDavidson Investment Advisors, Inc. otherStifel, Nicolaus & Company, Incorporated national BDOtherNov 8, 2004Jun 16, 2016 (4238 d)
Brooks Carelton MarstedDavidson Investment Advisors, Inc. otherKovack Securities Inc. unclassifiedOtherNov 8, 2004Aug 16, 2005 (281 d)
Bradley James ThurberDavidson Investment Advisors, Inc. otherD.A. Davidson & Co. otherOtherNov 8, 2004May 4, 2010 (2003 d)
Melanie ColusciDavidson Investment Advisors, Inc. otherPark Avenue Securities LLC otherOtherNov 8, 2004Mar 12, 2008 (1220 d)
John Grant WoodheadDavidson Investment Advisors, Inc. otherAlliant Securities, Inc. Turner, Nord, Kienbaum independent RIAOtherFeb 17, 2004Sep 27, 2007 (1318 d)
Eric D BorggardDavidson Investment Advisors, Inc. otherA. G. Edwards & Sons, Inc. unclassifiedOtherNov 27, 2002Dec 8, 2006 (1472 d)
Brenda Sue RobertsonDavidson Investment Advisors, Inc. otherStifel, Nicolaus & Company, Incorporated national BDOtherNov 27, 2002Aug 5, 2021 (6826 d)
Gary BuchananDavidson Investment Advisors, Inc. otherWells Fargo Advisors wirehouseOtherSep 30, 2002Sep 30, 2002
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27 moves match.