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Stacey Loomis

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
Homemaking Goode VA 07/2013 03/2018
Truist Bank Lynchburg VA 03/2018 11/2020
Truist Bank Lynchburg VA 11/2020 09/2024
Truist Investment Services, Inc Lynchburg VA 09/2024 10/2025
Truist Investment Services, Inc Winchester VA 10/2025 11/2025
Truist Advisory Services, Inc Winchester VA 10/2025 11/2025
D.A. Davidson & Co. Winchester VA 11/2025 Present
  • 07/2013 → 03/2018
    Homemaking
    Goode, VA
  • 03/2018 → 11/2020
    Truist Bank
    Lynchburg, VA
  • 11/2020 → 09/2024
    Truist Bank
    Lynchburg, VA
  • 09/2024 → 10/2025
    Truist Investment Services, Inc
    Lynchburg, VA
  • 10/2025 → 11/2025
    Truist Investment Services, Inc
    Winchester, VA
  • 10/2025 → 11/2025
    Truist Advisory Services, Inc
    Winchester, VA
  • 11/2025 → Present
    D.A. Davidson & Co.
    Winchester, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-28
  • S66 Uniform Combined State Law Examination
    2025-10-28

View on SEC IAPD

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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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