DG
David Gregg Mcmillan
CRD 4848933
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Caledonia Wealth Management, Ltd. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Caledonia Wealth Management, Ltd.
Managing Member, Treasurer · 50% – 75% · Feb 2012
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗