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David Donald Moenning

President, CcoHeritage Capital Advisors, LLCCRD 1023866

About David Donald Moenning

David Donald Moenning is listed as President, Cco at Heritage Capital Advisors, LLC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Heritage Capital Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Donald Moenning work?

David Donald Moenning is listed as President, Cco at Heritage Capital Advisors, LLC on SEC Form ADV.

How much of Heritage Capital Advisors, LLC does David Donald Moenning own?

Form ADV reports a beneficial ownership band of Over 75%.

Heritage Capital Advisors, LLC

TitlePresident, Cco
OwnershipOver 75%
Control personYes
Since2020