Partner · Heritage Wealth Management, Inc.
Gregory R. Davis
CRD 6767993 · Named on Form ADV at one SEC-registered adviser
At a glance
Heritage Wealth Management, Inc., an SEC-registered wealth manager based in SAN Diego, CA with $643 million in regulatory assets, lists Gregory R. Davis on its Form ADV as Partner, a control person.
Firms and roles
- Heritage Wealth Management, Inc.PartnerWealth manager · SAN Diego, CA · $643M in regulatory assets
AtlasMembers
Gregory’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
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Ryan K. GibbsChief Compliance Officer, Heritage Wealth Management, Inc.
- Jordan L. GibbsPresident, Heritage Wealth Management, Inc.
- Daniel J. ShainbergChief Investment Officer, Heritage Wealth Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.