Inactive

David Gino Giannini

Truvista Advisors LLC

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Current Employers

Truvista Advisors Llc

16275 Ne 85Th Street, Suite A, Redmond, WA 98052 • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2024-06-06

WA RA
APPROVED

Since 2024-06-06

Branch Locations

16275 Ne 85Th Street, Suite A, Redmond, WA 98052 • 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

Organization	City	State	From	To
Truvista Advisors Llc	Redmond	WA	06/2024	Present
Private Asset Management, Inc.	Kirkland	WA	11/2014	06/2024

06/2024 → Present

Truvista Advisors Llc

Redmond, WA
11/2014 → 06/2024

Private Asset Management, Inc.

Kirkland, WA

Previous Registrations

2014-11-10 → 2024-08-01

Private Asset Management Inc

Kirkland, WA
2012-02-01 → 2014-11-10

Trutina Financial

Bellevue, WA
2006-05-19 → 2012-01-03

D.A. Davidson & Co.

Seattle, WA
1996-08-19 → 2006-05-25

Rbc Capital Markets, Llc

Seattle, WA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1996-06-21
S65	Uniform Investment Adviser Law Examination	1996-06-21

S63 Uniform Securities Agent State Law Examination

1996-06-21
S65 Uniform Investment Adviser Law Examination

1996-06-21

Other Names

David Giannini

View on SEC IAPD

Other Firms

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FIREBRAND WEALTH MANAGEMENT, LLC

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STATE FARM INVESTMENT MANAGEMENT CORP.

KEY INVESTMENT SERVICES LLC

OSAIC WEALTH, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

RICHARD LLOYD MILLER

AMY BARBARA BARNES

SUZANNE FLOY BOTTOMS

Stephanie Huynh

John William Misner

Daryn J Debelak

GREGORY MILAN WASICK

Adam S. Hutchison

Other Offices

SUNRISE PLANNING & ADVISORY LLC · REDMOND, WA

FIREBRAND WEALTH MANAGEMENT, LLC · REDMOND, WA

EDWARD JONES · REDMOND, WA

J.P. MORGAN SECURITIES LLC · REDMOND, WA

STATE FARM INVESTMENT MANAGEMENT CORP. · Redmond, WA

KEY INVESTMENT SERVICES LLC · Redmond, WA

EDWARD JONES · REDMOND, WA

OSAIC WEALTH, INC. · REDMOND, WA

More in Redmond, WA

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