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Megan Elizabeth Branch

D.A. Davidson & Co.

Winchester, VA

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Current Employers
D.A. Davidson & Co.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-05
VA RA APPROVED 2025-11-05
  • TX RA
    APPROVED
    Since 2025-11-05
  • VA RA
    APPROVED
    Since 2025-11-05

Branch Locations

12 North Washington Street Suite A1, Winchester, VA 22601 • 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
Bb&T Securities, Llc. Williamsburg VA 06/2019 02/2021
Bb&T Williamsburg VA 03/2017 06/2019
Bb&T Williamsburg VA 05/2015 03/2017
Truist Investment Services, Inc. Williamsburg VA 02/2021 11/2021
Truist Advisory Services, Inc. Williamsburg VA 02/2021 11/2025
Truist Investment Services, Inc. Williamsburg VA 11/2021 04/2023
Truist Investment Services, Inc Winchester VA 04/2023 11/2025
D.A. Davidson & Co. Winchester VA 11/2025 Present
  • 06/2019 → 02/2021
    Bb&T Securities, Llc.
    Williamsburg, VA
  • 03/2017 → 06/2019
    Bb&T
    Williamsburg, VA
  • 05/2015 → 03/2017
    Bb&T
    Williamsburg, VA
  • 02/2021 → 11/2021
    Truist Investment Services, Inc.
    Williamsburg, VA
  • 02/2021 → 11/2025
    Truist Advisory Services, Inc.
    Williamsburg, VA
  • 11/2021 → 04/2023
    Truist Investment Services, Inc.
    Williamsburg, VA
  • 04/2023 → 11/2025
    Truist Investment Services, Inc
    Winchester, VA
  • 11/2025 → Present
    D.A. Davidson & Co.
    Winchester, VA
Previous Registrations
  • 2021-02-17 → 2025-11-06
    Truist Advisory Services, Inc.
    Atlanta, GA
    Williamsburg, VA
    Winchester, VA
  • 2019-12-09 → 2021-02-17
    Bb&T Securities, Llc
    Charlotte, NC
    Williamsburg, VA
    Richmond, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-06
  • S66 Uniform Combined State Law Examination
    2019-12-06
Designations
Other Names
  • Megan Elizabeth Cox

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
UNITED CAPITAL FINANCIAL ADVISORS
EDWARD JONES
BUTTONWOOD WEALTH
OSAIC INSTITUTIONS, INC.
CETERA INVESTMENT ADVISERS LLC
RBC CAPITAL MARKETS, LLC
TRUIST ADVISORY SERVICES, INC.

Other Investors

WILLIAM T ARMSTRONG
CHRISTIAN SCOTT W TRENT
JOSEPH ALAN SORRELL
PAUL SCOTT MAGNESS
GREGORY ALAN MICHAEL
ANDREW PAUL DELLINGER
FRANCES MAE MCDONALD
JENNIE LYNN MORROW

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · WINCHESTER, VA
UNITED CAPITAL FINANCIAL ADVISORS · WINCHESTER, VA
EDWARD JONES · WINCHESTER, VA
BUTTONWOOD WEALTH · WINCHESTER, VA
OSAIC INSTITUTIONS, INC. · WINCHESTER, VA
CETERA INVESTMENT ADVISERS LLC · WINCHESTER, VA
RBC CAPITAL MARKETS, LLC · WINCHESTER, VA
TRUIST ADVISORY SERVICES, INC. · WINCHESTER, VA

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