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Inactive

Douglas Harry Davey

Statheros Financial Solutions, Inc.

El Dorado Hills, CA

CRD 5628072

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Employer firm

Statheros Financial Solutions, Inc. CRD 306217

$926M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Statheros Financial Solutions, Inc.

1107 Investment Blvd., Ste. 135, El Dorado Hills, CA 95762 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-13
ID RA APPROVED 2026-04-11
  • CA RA
    APPROVED
    Since 2026-04-13
  • ID RA
    APPROVED
    Since 2026-04-11

Branch Locations

1107 Investment Blvd., Ste. 135, El Dorado Hills, CA 95762 • 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
Pgr Solutions, Llc (Succeeded To Statheros Financial Solutions) Campbell CA 12/2008 11/2019
Statheros Financial Solutions, Inc. El Dorado Hills CA 11/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-12-22
  • S65 Uniform Investment Adviser Law Examination
    2008-12-22

View on SEC IAPD

Nearby Firms

ARROWROOT FAMILY OFFICE, LLC
LIFEWORKS ADVISORS, LLC
ROSSI FINANCIAL GROUP

Nearby Investors

MICHAEL MURRAY KNITTEL
Eric Christopher Restrepo
PAUL RICHARD ROSSI

Nearby Offices

ARROWROOT FAMILY OFFICE, LLC · EL DORADO HILLS, CA
LIFEWORKS ADVISORS, LLC · EL DORADO HILLS, CA
ROSSI FINANCIAL GROUP · EL DORADO HILLS, CA

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