John Thomas Davis

Employer firm

Threadline Wealth CRD 108917

$5.77B regulatory AUM 41 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 09/2017
  Principal Life Insurance Company
  Roseville, CA
• 11/2014 → 08/2017
  Princor Financial Services Corporation
  Roseville, CA
• 04/2017 → 09/2017
  Stone Point Financial And Insurance Services
  Roseville, CA
• 09/2017 → Present
  Cliftonlarsonallen Wealth Advisors, Llc
  Roseville, CA
• 12/2018 → Present
  Moss Adams Wealth Advisors Llc
  Rancho Cordova, CA

Previous Registrations

• 2017-09-18 → 2018-11-19
  Cliftonlarsonallen Wealth Advisors, Llc
  Roseville, CA
  Roseville, CA
  Minneapolis, MN
  Minneapolis, MN
• 2014-11-05 → 2017-09-11
  Principal Securities, Inc.
  Roseville, CA
• 2012-09-18 → 2014-11-04
  Securities America Advisors, Inc.
  Roseville, CA
• 2009-10-19 → 2012-09-20
  Valic Financial Advisors, Inc.
  Chico, CA
  Bozeman, MT
• 2004-08-18 → 2004-10-08
  Waddell & Reed
  Sacramento, CA
• 2002-06-05 → 2004-04-19
  Fdx Advisors, Inc.
  Sacramento, CA

Other Businesses

1. OWNER OF RENTAL PROPERTY SINCE 12/15/14 spending 2 hours per month during non-business hours and earn $5,000 annually.

Exams

• S66 Uniform Combined State Law Examination
  2009-10-16
• S65 Uniform Investment Adviser Law Examination
  2001-09-20
• S63 Uniform Securities Agent State Law Examination
  2000-08-24

Designations

• Certified Financial Planner