Exempt Reporting Adviser
DATA DRIVEN INVESTMENTS, LLC
CRD 340493 · SEC 802-136759
Principal state not provided in this source record
Source release August 3, 2026 · retrieved August 18, 2026
Firms
Research an investment firm
Search SEC/IARD adviser-firm records by firm name, CRD, SEC number, or location. We organize the official evidence. The consumer decides.
- Sourced firms
- 31,268
- Reported as registered
- 16,783
- Pending / 120-Day
- 235
- Exempt reporting
- 6,604
- Latest sourced release
- IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
13,271 sourced firms · query 1113 ms
Reported as state-registered
DATA ONE CAPITAL MANAGEMENT LLC
CRD 316965
Principal state not provided in this source record
State registration: TX
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Reported as state-registered
DAUNTLESS ADVISORY, LLC
CRD 334412
Principal state not provided in this source record
State registration: CA
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Reported as state-registered
DAVENPORT ADVISORS 14 LLC
CRD 147675
Principal state not provided in this source record
State registration: CA
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Reported as state-registered
DAVENPORT CAPITAL MANAGEMENT, LLC
CRD 159785
Principal state not provided in this source record
State registration: CA
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Reported as state-registered
DAVENPORT WEALTH ADVISORS
CRD 219513
Principal state not provided in this source record
State registration: CA
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Reported as state-registered
DAVID DE KOEKKOEK, CFP, EA
CRD 113080
Principal state not provided in this source record
State registration: CA
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Reported as state-registered
DAVID ETTL FINANCIAL
CRD 158127
Principal state not provided in this source record
State registration: CA
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Exempt Reporting Adviser
DAVID GROUP CAPITAL MANAGEMENT LTD.
CRD 342927 · SEC 802-137012
HERZLIYA
Source release August 3, 2026 · retrieved August 18, 2026
Reported as state-registered
DAVID RHODES CANNON, C.P.A., LLC
CRD 327314
Principal state not provided in this source record
State registration: TX
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Reported as state-registered
DAVID THOMAS,CPA,ESQ., PC
CRD 317778
Principal state not provided in this source record
State registration: CA
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Reported as state-registered
DAVID, ALAN R.
CRD 155700
Principal state not provided in this source record
State registration: CA
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026
Exempt Reporting Adviser
DAVIDE LEONE AND PARTNERS INVESTMENT COMPANY LTD
CRD 301102 · SEC 802-114995
LONDON, ENGLAND
Source release August 3, 2026 · retrieved August 18, 2026
Reported as registered
DAVIMAN FINANCIAL, LLC
CRD 285030 · SEC 801-130177
Principal state not provided in this source record
Source release August 3, 2026 · retrieved August 18, 2026
Reported as state-registered
DAVIS & WEHRLE, LLC
CRD 144572
Principal state not provided in this source record
State registration: TX
Source release IA_FIRM_STATE_Feed_09_30_2026 · retrieved September 30, 2026