David M. Long
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
David Morris Long, who also goes by Daivd Morris Long, was a registered financial professional .
David is a previously registered financial professional and started their career in finance in 2000. David had worked at 1 firm .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 2, 2000 - January 8, 2014
INVESTMENT MANAGEMENT OF VIRGINIA, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
INVESTMENT MANAGEMENT OF VIRGINIA, LLC
CRD#: 108687 / SEC#: 801-57765
Contact information
Regulatory assets under management
| Total Number of Accounts | 469 |
| AUM (Assets Under Management) | $ 571,447,294 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/13/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
