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Parker, CO • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brown Brothers Harriman | Centennial | CO | 08/2016 | 10/2019 |
| Amerita | Denver | CO | 10/2019 | 06/2025 |
| Stonegate Capital Management, Llc | Parker | CO | 09/2017 | Present |
| Cdhs | Sheridan | CO | 08/2025 | Present |
Keith Davis is employed outside of Stonegate Capital Management, LLC in a role that utilizes approximately 40 hours per week of his time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-30 |
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