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Amanda Ludford Whately

D.A. Davidson & Co.

Denver, CO

Midlothian, VA

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Current Employers
D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-09-05
  • VA RA
    APPROVED
    Since 2023-09-05

Branch Locations

1550 Market Street Suite 300, Denver, CO 80202 • United States

Midlothian, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Minnesota Life Ins Co St Paul MN 07/2011 10/2017
Bb&T Securities Richmond VA 10/2017 08/2023
Suntrust Investment Services, Inc Atlanta GA 10/2020 08/2023
Suntrust Advisory Services, Inc Atlanta GA 10/2020 08/2023
D. A. Davidson & Co Great Falls VA 09/2023 Present
  • 07/2011 → 10/2017
    Minnesota Life Ins Co
    St Paul, MN
  • 10/2017 → 08/2023
    Bb&T Securities
    Richmond, VA
  • 10/2020 → 08/2023
    Suntrust Investment Services, Inc
    Atlanta, GA
  • 10/2020 → 08/2023
    Suntrust Advisory Services, Inc
    Atlanta, GA
  • 09/2023 → Present
    D. A. Davidson & Co
    Great Falls, VA
Previous Registrations
  • 2020-10-22 → 2023-09-11
    Truist Advisory Services, Inc.
    Richmond, VA
    Richmond, VA
  • 2017-10-26 → 2021-02-17
    Bb&T Securities, Llc
    Richmond, VA
    Richmond, VA
  • 2011-06-24 → 2017-10-10
    Securian Financial Services, Inc.
    Midlothian, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-06-22
S63 Uniform Securities Agent State Law Examination 2008-08-15
  • S65 Uniform Investment Adviser Law Examination
    2011-06-22
  • S63 Uniform Securities Agent State Law Examination
    2008-08-15
Other Names
  • Amanda Meiggs
  • Amanda Lynn Ludford
  • Amanda Lynn Ludford Whately

View on SEC IAPD

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MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
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