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Dennison George Davis

Trustage Investment Management

Madison, WI

Lakeland, FL

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Current Employers
Trustage Investment Management

5910 Mineral Point Rd, Madison, WI 53705 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-07
  • FL RA
    APPROVED
    Since 2026-05-07

Branch Locations

5910 Mineral Point Rd, Madison, WI 53705 • United States

Lakeland, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nationwide Investment Services Corporation Boca Raton FL 03/2004 10/2021
Personal Capital Advisors Corporation Lakeland FL 10/2021 08/2022
Nationwide Investment Services Corporation Columbus OK 08/2022 04/2026
Cuna Brokerage Services, Inc. Waverly IA 04/2026 Present
Trustage Waverly IA 04/2026 Present
  • 03/2004 → 10/2021
    Nationwide Investment Services Corporation
    Boca Raton, FL
  • 10/2021 → 08/2022
    Personal Capital Advisors Corporation
    Lakeland, FL
  • 08/2022 → 04/2026
    Nationwide Investment Services Corporation
    Columbus, OK
  • 04/2026 → Present
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 04/2026 → Present
    Trustage
    Waverly, IA
Previous Registrations
  • 2022-08-22 → 2026-04-16
    Nationwide Investment Advisors, Llc
    Columbus, OH
  • 2021-11-12 → 2022-08-19
    Personal Capital Advisors Corporation
    Lakeland, FL
    Greenwood Village, CO
  • 2006-05-31 → 2021-10-29
    Nationwide Investment Advisors, Llc
    Columbus, OH
  • 2006-05-31 → 2006-12-05
    Nationwide Investment Services Corporation
    Orlando, FL
    Boca Raton, FL
    Boca Raton, FL
    Columbus, OH
    Boca Raton, FL
    Odessa, FL
    Columbus, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-26
S63 Uniform Securities Agent State Law Examination 1999-09-02
  • S66 Uniform Combined State Law Examination
    2006-05-26
  • S63 Uniform Securities Agent State Law Examination
    1999-09-02
Designations
Other Names
  • Denny Davis

View on SEC IAPD

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