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Duane Cameron Davis

Corda Investment Management, LLC

Houston, TX

Vero Beach, FL

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Current Employers
Corda Investment Management, Llc

8955 Katy Freeway Suite 200, Houston, TX 77024-1626 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-03
TX RA APPROVED 2019-02-28
  • FL RA
    APPROVED
    Since 2023-10-03
  • TX RA
    APPROVED
    Since 2019-02-28

Branch Locations

8955 Katy Freeway Suite 200, Houston, TX 77024-1626 • United States

Vero Beach, FL • 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
Scottrade,Inc. Frisco TX 04/2012 03/2018
Corda Investment Management, Llc Houston TX 02/2019 Present
Consulting And Real Estate Investments Dallas TX 03/2018 02/2019
  • 04/2012 → 03/2018
    Scottrade,Inc.
    Frisco, TX
  • 02/2019 → Present
    Corda Investment Management, Llc
    Houston, TX
  • 03/2018 → 02/2019
    Consulting And Real Estate Investments
    Dallas, TX
Previous Registrations
  • 2017-01-25 → 2018-03-08
    Scottrade Investment Management
    Saint Louis, MO
  • 2006-01-13 → 2011-12-31
    Lpl Financial Llc
    Highland Village, TX
    Flower Mound, TX
  • 2005-07-06 → 2006-01-17
    Chase Investment Services Corp.
    Lewisville, TX
  • 2004-11-30 → 2005-07-06
    Banc One Securities Corporation
    Mckinney, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-08
S63 Uniform Securities Agent State Law Examination 1986-12-02
  • S66 Uniform Combined State Law Examination
    2017-05-08
  • S63 Uniform Securities Agent State Law Examination
    1986-12-02

View on SEC IAPD

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Other Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX
TRI-STAR ADVISORS, INC. · HOUSTON, TX
HORNOR, TOWNSEND & KENT, LLC · Houston, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Houston, TX
LPL FINANCIAL LLC · HOUSTON, TX
MARINER INDEPENDENT · Houston, TX

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