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Current Employers
Stonegate Capital Management, Llc

Parker, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-04-22
  • CO RA
    APPROVED
    Since 2026-04-22

Branch Locations

Parker, CO • 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
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
  • 08/2016 → 10/2019
    Brown Brothers Harriman
    Centennial, CO
  • 10/2019 → 06/2025
    Amerita
    Denver, CO
  • 09/2017 → Present
    Parker, CO
  • 08/2025 → Present
    Cdhs
    Sheridan, CO
Previous Registrations
Other Businesses

Keith Davis is employed outside of Stonegate Capital Management, LLC in a role that utilizes approximately 40 hours per week of his time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-30
  • S65 Uniform Investment Adviser Law Examination
    2020-05-30
Other Names
  • Keith Davis

View on SEC IAPD

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