Chairman of the Board of Directors · Tradeway
David P. Mitchell
CRD 6627987 · Named on Form ADV at one SEC-registered adviser
At a glance
Tradeway, an SEC-registered wealth manager with $89 million in regulatory assets, lists David P. Mitchell on its Form ADV as Chairman of the Board of Directors, a control person.
Firms and roles
- TradewayChairman of the Board of DirectorsWealth manager · United States · $89M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Charlotte K. MitchellVp, Tradeway
- Kathryn V. HuberChief Executive Officer, Tradeway
- David V. HuberChief Sales Officer, Tradeway
- Colin C. CalvertChief Financial Officer, Tradeway
- Benjamin P. MitchellChief Compliance Officer, Tradeway
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.