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Payton Priscilla Chipley

Investment adviser representative at Badgley Phelps Wealth Managers
11 yearsYears since first job or exam
1 stateRegistered in
$7.3B
5 yearsFirm in business

How is this counted?

Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

Experience

11 years since the first job or state securities exam on the SEC record. Counts all jobs listed.

  1. Badgley Phelps Wealth ManagersFeb 2026 to now
  2. Arrien Investments, Inc.Jan 2022 to Jan 2026
  3. Northwestern MutualMay 2021 to Nov 2021
  4. Alpha Chi Omega - Boise State University ChapterNov 2020 to Nov 2021
  5. Moss Adams, LLPJun 2020 to Aug 2020
  6. Red Robin Gourmet BurgersOct 2019 to Dec 2021
  7. Boise State UniversityAug 2019 to Dec 2021
  8. Dorian PhotographyAug 2019 to Nov 2019
  9. Spokane Falls Community CollegeAug 2018 to Jun 2019
  10. Tomato Street Italian RestaurantNov 2017 to Aug 2019
  11. Northpark Athletic ClubJun 2017 to Sep 2019
  12. City of Spokane - Shadle Aquatic CenterJun 2017 to Aug 2019
  13. Mead Senior High SchoolSep 2015 to Jun 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (WA).

Badgley Phelps Wealth Managers

Legal name: Badgley Phelps Wealth Managers, LLC

$7.3B
1,356Clients
27Advisers
5 yearsIn business

Official records

Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

7341442
315440
Advisor's SEC record (opens in a new tab)
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