DC
David Colley
CRD 4373786
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Crux Wealth Advisors | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Crux Wealth Advisors
Chief Operations Officer · Less than 5% · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗