CS
Calvin Scott Koonce
CRD 706385
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Montgomery Investment Management Inc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Montgomery Investment Management Inc
Chairman/Managing Dir. · 75% or more · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗