Devin E. Geddings
RW INVESTMENT MANAGEMENT LLC
Eagle, ID 83616
Some features on this profile are disabled
CRD#: 6344563
Professional summary
Devin Elizabeth Geddings, CFP®, who also goes by Devin E Geddings, is a registered financial advisor currently at RW INVESTMENT MANAGEMENT LLC located in Eagle, Idaho.
Devin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Devin has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Devin E Geddings
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Jim Geddings, CPA PLLC; Non-Investment Related; 155 E. 50th St., Boise, ID 83714; Seasonal Tax Work; Ms. Gedding's is a seasonal employee for Jim Geddings, CPA; Start Date: February 6, 2018 and End Date: April 17, 2018; Hours Per Month: 40 hours per month during tax season;0 hours per month during trading hours;Ms. Gedding is a seasonal employee of the company during tax season. This position terminates every year in April following completion of taxes. No clients of Rathbone Warwick are ever solicited to this OBA. 2. Idaho Resident Insurance Producer; NIR; Insurance; Insurance Agent; 03/21/2022; hours/month: 0/month; hours during trading: 0; General Insurance Work. 3. Advisers Give Back; Investment Related; 490 43rd St., Suite 350, Oakland, CA 94609; Volunteer; Pro-bono help for financial planning' Start Date: 09/12/2022; Hours Per Month: Less than 5; 4. Wings for Widows; Investment Related; Wayzata, MN; Volunteer, Pro-bono financial planner for widows; Start date: 11/2023; Hours Per Month: 1 5. Boise Estate Planning Council - Board Member; not investment related; 08/01/2023; Local group of professionals who meet monthly for educational seminars and networking.
CRS (Client Relationship Summary) - RIA
Click below to view Devin Elizabeth Geddings's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
January 23, 2017 - Present
RW INVESTMENT MANAGEMENT LLC
Office #1: 1028 S. Bridgeway Place Suite 200, Eagle, ID 83616RIA
CRD#: 282707
Eagle, ID
Past
August 12, 2015 - November 16, 2015
CETERA ADVISORS LLC
RIA
CRD#: 10299
BOISE, ID
Past
July 27, 2015 - November 16, 2015
CETERA ADVISORS LLC
BD
CRD#: 10299
BOISE, ID
Past
September 15, 2014 - June 22, 2015
CAPITAL FINANCIAL GROUP, INC.
RIA
CRD#: 121632
BOISE, ID
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
RI
RW INVESTMENT MANAGEMENT LLC
RATHBONE WARWICK INVESTMENT MANAGEMENT | RW INVESTMENT MANAGEMENT LLC | RW INVESTMENT MANAGEMENT | RATHBONE WARWICK INVESTMENT MANAGEMENT LLC
CRD#: 282707 / SEC#: 801-107268
RIA
Registered Investment Advisory firm - (2/22/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Idaho(1/23/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
RI
RW INVESTMENT MANAGEMENT LLC
RATHBONE WARWICK INVESTMENT MANAGEMENT | RW INVESTMENT MANAGEMENT LLC | RW INVESTMENT MANAGEMENT | RATHBONE WARWICK INVESTMENT MANAGEMENT LLC
CRD#: 282707 / SEC#: 801-107268
RIA
Registered Investment Advisory firm - (2/22/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1028 S. Bridgeway Place Suite 200, Eagle, ID 83616
Mailing Address
Phone number
(208) 333-1433
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (10 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,344 |
| AUM (Assets Under Management) | $ 1,470,660,219 |
Red Flags
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