Danielle V. Davis

Employer firm

On Investment Management Co CRD 105662

$3.15B regulatory AUM 308 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SEI, ASSETMARK, BRINKER CAPITAL, BNY MELLON ADVISORS, INC, SYMMETRY PARTNERS, ENVESTNET

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

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

Current Employers

Employment History

• 07/2013 → 01/2020
  Aig Capital Services, Inc.
  Houston, TX
• 07/2013 → 09/2018
  American General
  Houston, TX
• 09/2018 → 01/2020
  American General Life Insurance
  Houston, TX
• 01/2020 → 04/2024
  Fidelity And Guaranty
  Des Moines, IA
• 02/2025 → Present
  Augustar Financial
  Denver, CO
• 03/2025 → Present
  Augustar Distributors, Inc
  Cincinnati, OH
• 05/2024 → 01/2025
  Unemployed
  Sugar Land, TX

Previous Registrations

• 2021-06-29 → 2022-09-14
  Integrity Alliance, Llc.
  Des Moines, IA
  Urbandale, IA
  Des Moines, IA
• 2014-04-23 → 2020-02-20
  Valic Financial Advisors, Inc.
  Houston, TX
• 2010-01-01 → 2013-07-15
  Invesco Advisers, Inc.
  Atlanta, GA
• 2005-09-14 → 2010-01-01
  Invesco Aim Private Asset Management, Inc.
  Houston, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-09-13
• S63 Uniform Securities Agent State Law Examination
  2000-11-18

Other Names

• Danielle Michelle Virgadamo
• Dani Davis