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Ben James Duncanson

Badgley Phelps Wealth Managers

Seattle, WA

Boise, ID

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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 2025-03-04
WA RA APPROVED 2025-03-04
  • ID RA
    APPROVED
    Since 2025-03-04
  • WA RA
    APPROVED
    Since 2025-03-04

Branch Locations

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

Boise, ID • 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
Charles Schwab & Co., Inc. Boise ID 10/2015 03/2023
Charles Schwab Bank Boise ID 10/2015 03/2023
Ifp Securities. Llc Tampa FL 04/2023 Present
  • 10/2015 → 03/2023
    Charles Schwab & Co., Inc.
    Boise, ID
  • 10/2015 → 03/2023
    Charles Schwab Bank
    Boise, ID
  • 04/2023 → Present
    Ifp Securities. Llc
    Tampa, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-01-11
S63 Uniform Securities Agent State Law Examination 2014-09-11
  • S66 Uniform Combined State Law Examination
    2016-01-11
  • S63 Uniform Securities Agent State Law Examination
    2014-09-11
Designations
Other Names
  • Benjamin James Duncanson

View on SEC IAPD

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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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