Coley Baynes Davis

Current Employers

Employment History

• 04/2012 → 06/2024
  Securities America, Inc
  San Diego, CA
• 04/2012 → 03/2020
  Cooper Mcmanus
  Irvine, CA
• 03/2020 → 06/2024
  Securities America Advisors
  San Diego, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  San Diego, CA
• 06/2024 → Present
  Osaic Wealth, Inc.
  San Diego, CA

Previous Registrations

• 2020-03-11 → 2024-06-14
  Securities America Advisors, Inc.
  San Diego, CA
• 2012-04-25 → 2020-03-26
  Cooper Mcmanus
  San Diego, CA
  Irvine, CA
• 2004-01-01 → 2012-04-20
  Voya Financial Advisors, Inc.
  Overland Park, KS
  San Diego, CA
  San Diego, CA
• 2003-11-25 → 2004-01-01
  Locust Street Securities, Inc.
  Chula Vista, CA

Other Businesses

1. CB FINANCIAL INS SERVICES INC POSITION: President NATURE: 1) FIXED INSURANCE SALES - AGENT - INVESTMENT RELATED: YES - START DATE: 3/1988 - LOCATED AT 9089 CLAIREMONT MESA BLVD STE 307 SAN DIEGO CA 92123 - TIME SPENT: 35% INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/01/1988 ADDRESS: 9089 CLAIREMONT MESA BLVD, SUITE 307, SAN DIEGO CA 92123, United States DESCRIPTION: Investment & Retirement Planning 2. RENTAL PROPERTY INVESTMENT RELATED: No - - NATURE: REAL ESTATE - TITLE: PROPERTY OWNER - START DATE: 11/01/2007 - NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 ADDRESS: 16332 WINECREEK RD, SAN DIEGO CA 92127, United States DESCRIPTION: LANDLORD DUTIES, MAINTAINING PROPERTY 3. WORLD WIDE CREDIT POSITION: LOAN OFFICER NATURE: MORTGAGE LOANS INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 11/01/2007 ADDRESS: 9089 CLAIREMONT MESA BLVD, SAN DIEGO CA 92123, United States DESCRIPTION: LOAN OFFICER

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-18
• S63 Uniform Securities Agent State Law Examination
  1988-09-23