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Gregory Ryan Davis

PartnerHeritage Wealth Management, Inc.CRD 6767993

About Gregory Ryan Davis

Gregory Ryan Davis is listed as Partner at Heritage Wealth Management, Inc. in San Diego, CA. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Heritage Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Gregory Ryan Davis work?

Gregory Ryan Davis is listed as Partner at Heritage Wealth Management, Inc. on SEC Form ADV.

How much of Heritage Wealth Management, Inc. does Gregory Ryan Davis own?

Form ADV reports a beneficial ownership band of 5-10%.

Heritage Wealth Management, Inc.

TitlePartner
Ownership5-10%
Control personYes
Since2022
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