SD
Swann, David, Vance
CRD 4716908
Firms
No current firm registrations on file.
Ownership stakes
-
Venturi Wealth Management, Llc
Chief Compliance Officer & General Counsel · Less than 5% · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗