James Donald David
Managing Member And Chief Compliance OfficerDavid Wealth Management, LLCCRD 4092356
About James Donald David
James Donald David is listed as Managing Member And Chief Compliance Officer at David Wealth Management, LLC in Fairfax, VA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of David Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Donald David work?
James Donald David is listed as Managing Member And Chief Compliance Officer at David Wealth Management, LLC on SEC Form ADV.
How much of David Wealth Management, LLC does James Donald David own?
Form ADV reports a beneficial ownership band of Over 75%.
David Wealth Management, LLC
| Title | Managing Member And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2012 |