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David Verbruggen

HAPPY VALLEY, OR
·CRD# 7368087·6 years experience

Professional Summary

David Verbruggen was a registered financial advisor. David was registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. David had worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

6 years in the financial services industry

Current & Past Employments

Current

Unknown FirmCurrent·
9750 Se Wyndham Way, Happy Valley, OR 97086
September 15, 2026 - Present

Past

TRADEWAYPast·CRD# 281879
RIA
Happy Valley, OR
October 12, 2021 - September 9, 2026

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Current Firm

No current employment

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

iVest Plus, Inc. Address: 3 Clarence Pl, San Francisco, CA 94107 Investment-related: Yes Nature of business: Financial technology company that provides trading and market analytics tools to retail investors Position: Director of Business Development Start date: 09/01/2026 Hours per month: 173 Hours during trading hours: 119 Duties: Develops new partner relationships and maintains existing partner relationships. Does not give investment advice or handle customer accounts. DJV Trading LLC Address: 9750 SE Wyndham Way, Happy Valley, OR 97086 Investment-related: Yes Nature of business: Private trading company that trades only the owner’s own capital. No outside investors or clients. Position: Owner Start date: 08/14/2020 Hours per month: 4 Hours during trading hours: 4 Duties: Makes trading decisions for the company’s own account

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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.
IAR
Oregon
(9/15/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2020About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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