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DW

Dana F. Walker

Q(X) BRANCH RESERVE INVESTMENTS LLC
WILMINGTON, DE
Some features on this profile are disabled
CRD#: 2600290
DW

Professional summary

Dana Ford Walker, who also goes by Dana Walker, is a registered financial advisor currently at Q(X) BRANCH RESERVE INVESTMENTS LLC located in Wilmington, Delaware.

Dana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Dana has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dana Walker

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dana Ford Walker's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 11, 2018 - Present

Q(X) BRANCH RESERVE INVESTMENTS LLC

RIA
CRD#: 298902
WILMINGTON, DE
Past

January 1, 1990 - August 8, 2017

KALMAR INVESTMENTS INC

RIA
CRD#: 105311
WILMINGTON, DE

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Delaware
(10/11/2018)
IAR
Virginia
(2/20/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/7/1995
Uniform Investment Adviser Law Examination

Current Firm

QB
Q(X) BRANCH RESERVE INVESTMENTS LLC
Q(X) BRANCH RESERVE INVESTMENTS LLC

CRD#: 298902 / SEC#:

Delaware
Registered Investment Advisory firm - (10/11/2018 Approved)
Virginia
Registered Investment Advisory firm - (2/20/2024 Approved)
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Contact information

Main Address
Wilmington, DE
Mailing Address
Phone number
(302) 428-1705
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts19
AUM (Assets Under Management)$ 19,897,000

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.

Company Information

Q(X) BRANCH RESERVE INVESTMENTS LLC

CRD#: 298902Wilmington, DE

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