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Christopher Joseph Lenihan

D.A. Davidson & Co.

Irvine, CA

CRD 5867615

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Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
D.A. Davidson & Co.

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2019-01-15
  • CA RA
    APPROVED
    Since 2019-01-15

Branch Locations

3333 Michelson Dr Suite 900, Irvine, CA 92612 • 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
Robert E Harris Agency Costa Mesa CA 05/2011 01/2018
La County Fire Department Los Angeles CA 09/2015 12/2016
D.A. Davidson & Co. Irvine CA 02/2018 Present
  • 05/2011 → 01/2018
    Robert E Harris Agency
    Costa Mesa, CA
  • 09/2015 → 12/2016
    La County Fire Department
    Los Angeles, CA
  • 02/2018 → Present
    Irvine, CA
Other Businesses

1) REAL GREEN DEVELOPMENT LLC; INVESTMENT RELATED; LAGUNA BEACH, CA 92651; LLC; OWNER; SINCE 01/01/2014; APPROX 1 HR/MONTH; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; DUTIES LIMITED TO DEPOSITING CHECKS. 2)ROBERT E. HARRIS INSURANCE AGENCY INC.; INVESTMENT RELATED; COSTA MESA, CA 92626; CORPORATION; INDEPENDENT AGENT; SINCE 06/15/1999; NO TIME DEVOTED TO THIS ACTIVITY; NO DUTIES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-15
  • S66 Uniform Combined State Law Examination
    2019-01-15

View on SEC IAPD

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