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Carlton William Davis

Asb Capital Management LLC

Bethesda, MD

Chevy Chase Trust Company

Bethesda, MD

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Current Employers
Asb Capital Management Llc

7501 Wisconsin Avenue, West Tower 13Th Floor, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2018-10-18
  • MD RA
    APPROVED
    Since 2018-10-18

Branch Locations

7501 Wisconsin Avenue, West Tower 13Th Floor, Bethesda, MD 20814 • United States

Chevy Chase Trust Company

7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2018-10-16
  • MD RA
    APPROVED
    Since 2018-10-16

Branch Locations

7501 Wisconsin Avenue 15Th Floor, Bethesda, MD 20814 • 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
Liberty Mutual Investments Boston MA 04/2016 09/2018
Chevy Chase Trust Besthesda MD 09/2018 04/2022
Chevy Chase Trust Company Bethesda MD 04/2022 Present
  • 04/2016 → 09/2018
    Liberty Mutual Investments
    Boston, MA
  • 09/2018 → 04/2022
    Chevy Chase Trust
    Besthesda, MD
  • 04/2022 → Present
    Chevy Chase Trust Company
    Bethesda, MD
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-11-17
  • S65 Uniform Investment Adviser Law Examination
    2012-11-17
Other Names
  • Carlton D Davis
  • Carlton W Davis

View on SEC IAPD

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