Duane Cameron Davis

Employer firm

Corda Investment Management, LLC CRD 108046

$2.00B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S66 Uniform Combined State Law Examination
  2017-05-08
• S63 Uniform Securities Agent State Law Examination
  1986-12-02