Gregory Ryan Davis
PartnerHeritage Wealth Management, Inc.CRD 6767993
About Gregory Ryan Davis
Gregory Ryan Davis is listed as Partner at Heritage Wealth Management, Inc. in San Diego, CA. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Heritage Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Gregory Ryan Davis work?
Gregory Ryan Davis is listed as Partner at Heritage Wealth Management, Inc. on SEC Form ADV.
How much of Heritage Wealth Management, Inc. does Gregory Ryan Davis own?
Form ADV reports a beneficial ownership band of 5-10%.
Heritage Wealth Management, Inc.
| Title | Partner |
| Ownership | 5-10% |
| Control person | Yes |
| Since | 2022 |