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Inactive

David Andrew Mcinnis

Madden Creek Advisors

San Rafael, CA

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Current Employers
Madden Creek Advisors

1010 B Street Suite 212, San Rafael, CA 94901 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-05-12
CA RA APPROVED 2015-09-04
  • TX RA
    APPROVED_RES
    Since 2023-05-12
  • CA RA
    APPROVED
    Since 2015-09-04

Branch Locations

1010 B Street Suite 212, San Rafael, CA 94901 • 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
Madden Creek Advisors, Llc Kentfield CA 06/2015 Present
  • 06/2015 → Present
    Madden Creek Advisors, Llc
    Kentfield, CA
Previous Registrations
  • 2015-02-12 → 2015-03-17
    Svb Wealth
    San Francisco, CA
  • 2011-02-11 → 2013-05-01
    Constellation Wealth Advisors Llc
    New York, NY
    Menlo Park, CA
  • 2004-03-15 → 2006-08-28
    Deutsche Bank Securities Inc.
    San Francisco, CA
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-03-12
S63 Uniform Securities Agent State Law Examination 1987-09-17
  • S65 Uniform Investment Adviser Law Examination
    2004-03-12
  • S63 Uniform Securities Agent State Law Examination
    1987-09-17
Other Names
  • David A Mcinnis

View on SEC IAPD

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JEFFREY JAMES WELLS

Other Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · SAN RAFAEL, CA
HCM WEALTH · SAN RAFAEL, CA
O'DONNELL FINANCIAL SERVICES, LLC · SAN RAFAEL, CA
MADRONE INVESTMENT ADVISORY, LLC · SAN RAFAEL, CA
FIDUCIARY FINANCIAL GROUP, LLC · SAN RAFAEL, CA
MORGAN STANLEY · SAN RAFAEL, CA
INDEPENDENT FINANCIAL GROUP, LLC · San Rafael, CA
EDWARD JONES · San Rafael, CA

More in San Rafael, CA

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