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David Bruce Watts

Watts Gwilliam & Company, LLC

Gilbert, AZ

CRD 3095023

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Employer firm

Watts Gwilliam & Company, LLC CRD 131458

$1.03B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Watts Gwilliam & Company, Llc

2730 S. Val Vista Dr. Suite 124, Gilbert, AZ 85295 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2004-06-17
  • AZ RA
    APPROVED
    Since 2004-06-17

Branch Locations

2730 S. Val Vista Dr. Suite 124, Gilbert, AZ 85296 • 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
Watts Gwilliam & Co. Llc Gilbert AZ 05/2004 Present
  • 05/2004 → Present
    Watts Gwilliam & Co. Llc
    Gilbert, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-10-05
  • S66 Uniform Combined State Law Examination
    1998-10-05
Other Names
  • David B Watts

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES

Nearby Investors

MATTHEW CHAD WILLETT
Kimball E Gwilliam
Benjamin Cooper

Nearby Offices

WATTS GWILLIAM & COMPANY, LLC · GILBERT, AZ
CETERA INVESTMENT ADVISERS LLC · GILBERT, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Gilbert, AZ

More in Gilbert, AZ

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