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Desiree J Davenhill

Morgan Stanley

Salem, OR

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-10-05
OR RA APPROVED 2022-09-20
  • TX RA
    APPROVED_RES
    Since 2022-10-05
  • OR RA
    APPROVED
    Since 2022-09-20

Branch Locations

4285 Commercial Street South East Suite 200, Salem, OR 97302 • 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
Wells Fargo Advisors Llc Salem OR 05/2009 11/2016
Wells Fargo Clearing Services, Llc Salem OR 11/2016 09/2020
Kms Financial Services, Inc. Seattle WA 09/2020 11/2020
Securities America, Inc. Lake Oswego OR 11/2020 04/2021
Securities America Advisors, Inc. Lake Oswego OR 11/2020 04/2021
Clearview Wealth Advisors, Llc Salem OR 07/2021 09/2022
Morgan Stanley Smith Barney Llc Lake Oswego OR 09/2022 Present
  • 05/2009 → 11/2016
    Wells Fargo Advisors Llc
    Salem, OR
  • 11/2016 → 09/2020
    Wells Fargo Clearing Services, Llc
    Salem, OR
  • 09/2020 → 11/2020
    Kms Financial Services, Inc.
    Seattle, WA
  • 11/2020 → 04/2021
    Securities America, Inc.
    Lake Oswego, OR
  • 11/2020 → 04/2021
    Securities America Advisors, Inc.
    Lake Oswego, OR
  • 07/2021 → 09/2022
    Clearview Wealth Advisors, Llc
    Salem, OR
  • 09/2022 → Present
    Morgan Stanley Smith Barney Llc
    Lake Oswego, OR
Previous Registrations
  • 2021-09-22 → 2022-09-07
    Clearview Wealth Advisors, Llc
    Salem, OR
  • 2020-11-06 → 2021-04-06
    Securities America Advisors, Inc.
    Lake Oswego, OR
  • 2020-09-14 → 2020-11-06
    Kms Financial Services, Inc.
    Lake Oswego, OR
    Seattle, WA
  • 2011-04-08 → 2020-09-16
    Wells Fargo Clearing Services, Llc
    Salem, OR
    Portland, OR
    Salem, OR
    Lake Oswego, OR
    Salem, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-28
  • S66 Uniform Combined State Law Examination
    2007-02-28
Other Names
  • Desiree Joy Zelinka
  • Desiree Joy Mcafee-Zelinka
  • Desiree Joy Mcafee
  • Desiree Joy Davenhill

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
KEUDELL MORRISON WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
U.S. BANCORP ADVISORS, LLC

Other Investors

MICHAEL SCOTT CAPRAI
Caitlin Marie Davis
KEVIN LEE BENEFIEL
John Daryl Acosta Bernardio
DAVID JOHN WRIGHT
YORK APARICIO MENDOZA
JASON H HARRIS
Chad Michael Wright

Other Offices

LPL FINANCIAL LLC · SALEM, OR
EDWARD JONES · SALEM, OR
J.P. MORGAN SECURITIES LLC · SALEM, OR
LPL FINANCIAL LLC · SALEM, OR
STIFEL, NICOLAUS & COMPANY, INCORPORATED · SALEM, OR
STATE FARM INVESTMENT MANAGEMENT CORP. · Salem, OR
KEUDELL MORRISON WEALTH MANAGEMENT, LLC · SALEM, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Salem, OR

More in Salem, OR

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