Chief Operating Officer · Parkway Advisors, L.P.
Lisa L. Davidson
CRD 5530924 · Named on Form ADV at one SEC-registered adviser
At a glance
Parkway Advisors, L.P., an SEC-registered asset manager based in Abilene, TX with $4.1 billion in regulatory assets, lists Lisa L. Davidson on its Form ADV as Chief Operating Officer, a control person.
Firms and roles
- Parkway Advisors, L.P.Chief Operating OfficerAsset manager · Abilene, TX · $4.1B in regulatory assets
AtlasMembers
Lisa’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
- Theron R HolladayCEO / President, Parkway Advisors, L.P.
- Theron R. HolladayChief Compliance Officer, Parkway Advisors, L.P.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lisa’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.