DC
David Carlen Maddux
CRD 3100686
Firms
| Firm | Role | As of |
|---|---|---|
| Brightwater Advisory, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (4)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Presbyterian Retirement Communities Inc | DIRECTOR | — | 03/31/2024 |
| Westminster Retirement Communities Foundation Inc | DIRECTOR | — | 03/31/2024 |
| Westminster Foundation Iii Inc | DIRECTOR | — | 03/31/2024 |
| Westminster Services Inc | DIRECTOR | — | 03/31/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
Brightwater Advisory, Llc
Managing Member, Chief Executive Officer, Chief Compliance Officer, And Chief Investment Officer · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗