Edward Allen Davis

Current Employers

Employment History

• 02/1985 → Present
  Petrinovich Pugh & Company, Llp
  San Jose, CA
• 07/2009 → Present
  Financial Planning Consultants
  San Jose, CA
• 01/2016 → Present
  Lion Street Financial
  Austin, TX
• 11/2025 → Present
  Integrity Alliance, Llc.
  Austin, TX

Previous Registrations

• 2010-01-04 → 2015-01-22
  Kestra Investment Services, Llc
  San Jose, CA

Other Businesses

1)FPC INSURANCE SERVICES, INC POSITION: Owner NATURE: Life Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2010 ADDRESS: 333 W. Santa Clara Street Suite 800, San Jose, CA USA CA 95113, United States DESCRIPTION: Shareholder 2)FINANCIAL PLANNING CONSULTANTS, LLC POSITION: Owner NATURE: Investment Advice for Financial Planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2003 ADDRESS: 333 W. Santa Clara Street Suite 800, San Jose, CA USA CA 95113, United States DESCRIPTION: Partner 3) The Table, LP| Owner: 3.06% | Relationship: Passive Limited Partner | Nature of Business: Restaurant| Hrs Per Month: 0| Start Date: 6/6/11 4) Forthright, LP | Owner: 16.67% | Relationship: Passive Limited Partner| Nature of Business: Restaurant| Hrs. per Month: 0| Start Date: 5/2/15 5) SAN JOSE CHAMBER OF COMMERCE POSITION: Board Member NATURE: Member of Board of Directors INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 101 W. Santa Clara Street, San Jose CA 95113, United States DESCRIPTION: Member of Board of Directors 6) BELLARMINE COLLEGE PREP POSITION: Volunteer NATURE: Private School audit committee INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2016 ADDRESS: 960 West Hedding Street, San Jose CA 95126-1215, United States DESCRIPTION: Audit Committee Member 7) THE ADMINISTRATIVE TRUST FOR THE JACK A MAXWELL REVOCABLE LIVING TRUST POSITION: Trustee NATURE: Trustee of Estate and Administrative Trust INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 02/05/2023 ADDRESS: 333 W. Santa Clara Street Suite 800, San Jose, CA USA CA 95113, United States DESCRIPTION: Executor of Estate and Trustee of Administrative Trust.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-23