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HAROLD DAVIDSON & ASSOCIATES, INC

LOS ANGELES, CA · CRD 110994 · IAPD ↗ · 310-553-5551

$390.5MRegulatory AUM
3Advisory reps
7Employees
1Clients
1-10Planning clients
0Private funds
7States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — HAROLD DAVIDSON & ASSOCIATES INC is now doing business as HAROLD DAVIDSON & ASSOCIATES, INC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
51
July 2025 — HAROLD DAVIDSON & ASSOCIATES INC notice-filed in AZ, FL, NV, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.