David Donald Moenning
President, CcoHeritage Capital Advisors, LLCCRD 1023866
About David Donald Moenning
David Donald Moenning is listed as President, Cco at Heritage Capital Advisors, LLC. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Heritage Capital Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does David Donald Moenning work?
David Donald Moenning is listed as President, Cco at Heritage Capital Advisors, LLC on SEC Form ADV.
How much of Heritage Capital Advisors, LLC does David Donald Moenning own?
Form ADV reports a beneficial ownership band of Over 75%.
Heritage Capital Advisors, LLC
| Title | President, Cco |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |