DAVIS KWINN KLUND is an investment adviser representative (IAR) with state registration records since 2022, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-07-16 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2023-07-24 | 2023-12-15 | — |
| EQUITABLE ADVISORS, LLC | 2022-01-13 | 2023-05-05 | — |