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Scott Frederick Davis

Family Tree Wealth Advisors, LLC

Mt Juliet, TN

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Current Employers
Family Tree Wealth Advisors, Llc

2598 N Mt Juliet Rd Suite 100, Mt Juliet, TN 37122 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-12-23
  • TN RA
    APPROVED
    Since 2025-12-23

Branch Locations

2598 N Mt Juliet Rd Suite 100, Mt Juliet, TN 37122 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Family Tree Wealth Advisors, Llc (157777) Mt Juliet TN 08/2011 Present
  • 08/2011 → Present
    Family Tree Wealth Advisors, Llc (157777)
    Mt Juliet, TN
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-10-12
  • S63 Uniform Securities Agent State Law Examination
    2000-10-12

View on SEC IAPD

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