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David Michael Berdine

Badgley Phelps Wealth Managers

Seattle, WA

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Current Employers
Badgley Phelps Wealth Managers

1420 Fifth Avenue Suite 3200, Seattle, WA 98101 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-06-10
TX RA APPROVED 2024-06-10
WA RA APPROVED 2024-06-10
  • ID RA
    APPROVED
    Since 2024-06-10
  • TX RA
    APPROVED
    Since 2024-06-10
  • WA RA
    APPROVED
    Since 2024-06-10

Branch Locations

1420 Fifth Avenue Suite 3200, Seattle, WA 98101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Patrick Capital Markets St. Louis MO 11/2017 05/2019
Unemployed Edmonds WA 02/2016 10/2017
Unemployed Edmonds WA 06/2019 03/2021
D.A. Davidson & Co. Seattle WA 03/2021 08/2022
Fred Alger & Company, Llc New York NY 08/2022 05/2024
Badgley Phelps Wealth Managers, Llc Seattle WA 06/2024 Present
  • 11/2017 → 05/2019
    Patrick Capital Markets
    St. Louis, MO
  • 02/2016 → 10/2017
    Unemployed
    Edmonds, WA
  • 06/2019 → 03/2021
    Unemployed
    Edmonds, WA
  • 03/2021 → 08/2022
    D.A. Davidson & Co.
    Seattle, WA
  • 08/2022 → 05/2024
    Fred Alger & Company, Llc
    New York, NY
  • 06/2024 → Present
    Badgley Phelps Wealth Managers, Llc
    Seattle, WA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-30
S63 Uniform Securities Agent State Law Examination 1996-07-31
  • S65 Uniform Investment Adviser Law Examination
    2021-04-30
  • S63 Uniform Securities Agent State Law Examination
    1996-07-31
Other Names
  • David Michael Berdine
  • David M Berdine

View on SEC IAPD

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MATTHEW ALLAN TIGERT
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Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

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