Best Investors Account Sign in

Carolyn Bittenbender Poling

D.A. Davidson & Co.

Culpeper, VA

CRD 7953269

Claim This Profile
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
VA RA APPROVED 2025-05-21
  • VA RA
    APPROVED
    Since 2025-05-21

Branch Locations

1300 Sunset Blvd. Suite 3220, Culpeper, VA 22701 • 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
Truist Bank Culpeper VA 09/2009 07/2024
D.A. Davidson & Co. Culpeper VA 07/2024 Present
  • 09/2009 → 07/2024
    Truist Bank
    Culpeper, VA
  • 07/2024 → Present
    D.A. Davidson & Co.
    Culpeper, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-19
  • S66 Uniform Combined State Law Examination
    2025-05-19
Other Names
  • Carolyn Bittenbender
  • Carolyn B Poling

View on SEC IAPD

Nearby Firms

LEVEL FOUR ADVISORY SERVICES
TRUIST ADVISORY SERVICES, INC.
EDWARD JONES

Nearby Investors

CATHY LYNN POE
JOHN DOMINIC ZALESKI
RICHARD TODD HARRINGTON

Nearby Offices

LEVEL FOUR ADVISORY SERVICES · CUSPEPER, VA
LEVEL FOUR ADVISORY SERVICES · CULPEPER, VA
TRUIST ADVISORY SERVICES, INC. · CUPEPER, VA

More in Culpeper, VA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor