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Inactive

Mia J Werner

D.A. Davidson & Co.

Lake Oswego, OR

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Current Employers
D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-06-02
WA RA APPROVED 2026-05-26
  • OR RA
    APPROVED
    Since 2026-06-02
  • WA RA
    APPROVED
    Since 2026-05-26

Branch Locations

Two Centerpointe Drive Suite 200, Lake Oswego, OR 97305 • 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
Da Davidson & Co Lake Oswego OR 05/2026 Present
University Of Portland Portland OR 08/2018 12/2021
D.A. Davidson & Co. Bozeman MT 06/2021 08/2021
Morgan Stanley Portland OR 02/2022 08/2023
Corient Seattle WA 09/2023 05/2026
Corient Services Llc Miami FL 09/2023 05/2026
Bozeman High School Bozeman MT 08/2013 05/2017
Na Bozeman MT 06/2017 08/2018
  • 05/2026 → Present
    Da Davidson & Co
    Lake Oswego, OR
  • 08/2018 → 12/2021
    University Of Portland
    Portland, OR
  • 06/2021 → 08/2021
    D.A. Davidson & Co.
    Bozeman, MT
  • 02/2022 → 08/2023
    Morgan Stanley
    Portland, OR
  • 09/2023 → 05/2026
    Corient
    Seattle, WA
  • 09/2023 → 05/2026
    Corient Services Llc
    Miami, FL
  • 08/2013 → 05/2017
    Bozeman High School
    Bozeman, MT
  • 06/2017 → 08/2018
    Na
    Bozeman, MT
Previous Registrations
  • 2023-09-14 → 2026-06-02
    Corient
    Seattle, WA
    Miami, FL
  • 2022-08-22 → 2023-08-22
    Morgan Stanley
    Portland, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-31
  • S66 Uniform Combined State Law Examination
    2022-01-31
Designations
Other Names
  • Mia Jessica Werner

View on SEC IAPD

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LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PACIFIC RIDGE CAPITAL PARTNERS, LLC

Other Investors

Grace Buchanan
ANDREW GEORGE ROUNSAVELLE CARTER
LISA M CASELLI
Nicholas Jacob Hubert
Catherine A Groff
MARCUS CHRISTIAN PARKER
JEFFREY DAVID KANTOR
JUSTIN PATRICK LINDSEY

Other Offices

PANORAMIC CAPITAL PARTNERS LLC · LAKE OSWEGO, OR
NORTHMARQ FUND MANAGEMENT, LLC · LAKE OSWEGO, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR
RBC CAPITAL MARKETS, LLC · Lake Oswego, OR
CWM, LLC · Lake Oswego, OR
LPL FINANCIAL LLC · LAKE OSWEGO, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Lake Oswego, OR
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · LAKE OSWEGO, OR

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