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Mary Louise Suratos Nisperos Wittkopf

D.A. Davidson & Co.

Everett, WA

CRD 8143957

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Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
D.A. Davidson & Co.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-23
WA RA APPROVED 2026-02-23
  • TX RA
    APPROVED
    Since 2026-02-23
  • WA RA
    APPROVED
    Since 2026-02-23

Branch Locations

2825 Colby Avenue Suite 201, Everett, WA 98201-3536 • 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 Everett WA 08/2025 Present
Unemployed San Diego CA 02/2025 08/2025
Nalu Medical Carlsbad CA 11/2023 02/2025
Extended Travel/Unemployed Garland TX 09/2023 11/2023
Bonterra Llc Austin TX 08/2021 09/2023
Golub Capital Chicago IL 04/2019 08/2021
Depaul University Chicago IL 08/2015 04/2019
Golub Capital Chicago IL 06/2018 04/2019
Kovitz Investment Group Chicago IL 10/2016 11/2017
Brookweiner Llc Chicago IL 04/2016 10/2016
  • 08/2025 → Present
    Da Davidson
    Everett, WA
  • 02/2025 → 08/2025
    Unemployed
    San Diego, CA
  • 11/2023 → 02/2025
    Nalu Medical
    Carlsbad, CA
  • 09/2023 → 11/2023
    Extended Travel/Unemployed
    Garland, TX
  • 08/2021 → 09/2023
    Bonterra Llc
    Austin, TX
  • 04/2019 → 08/2021
    Golub Capital
    Chicago, IL
  • 08/2015 → 04/2019
    Depaul University
    Chicago, IL
  • 06/2018 → 04/2019
    Golub Capital
    Chicago, IL
  • 10/2016 → 11/2017
    Kovitz Investment Group
    Chicago, IL
  • 04/2016 → 10/2016
    Brookweiner Llc
    Chicago, IL
Other Businesses

1) NAME : MARY LOUSE NISPEROS WITTKOPF & NOAH WITTKOPF NOT INVESTMENT REALTED ADDRESS OF OTHER BUSINESS : 219 KELLOG ST, WAHIAWA, HI 96786 ; 3219 L ST, SAN DIEGO, CA 92102 NATURE OF BUSINESS : REAL ESTATE OWNERS WITH ACTIVE RENTAL PROPERTIES POSITION : OWNER TITLE/RELATIONSHIP WITH BUSINESS : OWNER START DATE : 12/2022 APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO OTHER BUSINESS : 1 HOUR APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS : 0 HOUR DUTIES : PASSIVELY OWN RENTAL PROPERTIES MANAGED THROUGH PROPERTY MANAGERS 2) MARY LOUISE NISPEROS WITTKOPF; NON-INVESTMENT RELATED; EVERETT, WA; SOLE PROPRIETOR; START 3/23/26; 1 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; LNW IS ABLE TO PROVIDE FACIAL SERVICES TO INDIVIDUALS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-20
  • S66 Uniform Combined State Law Examination
    2026-02-20
Other Names
  • Mary Louise Suratos Nisperos

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