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Member Owner / Chief Compliance Officer · Columbia Benefits, LLC

Gary P. Davis

CRD 1241738 · Named on Form ADV at one SEC-registered adviser

At a glance

Columbia Benefits, LLC, an SEC-registered wealth manager based in Denver, CO with $116 million in regulatory assets, lists Gary P. Davis on its Form ADV as Member Owner / Chief Compliance Officer, a control person.

Firms and roles

  • Columbia Benefits, LLCMember Owner / Chief Compliance OfficerWealth manager · Denver, CO · $116M in regulatory assets

AtlasMembers

Gary’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.