Rone John Davis

Current Employers

Employment History

• 04/2002 → 10/2016
  Ny Life Securities Llc
  Carmel, IN
• 02/2012 → Present
  Rone J. Davis Sole Proprietor Dba Innovative Insurance, Llc
  Mccordsville, IN
• 07/2012 → 10/2016
  Eagle Strategies Llc
  Mccordsville, IN
• 11/2016 → Present
  Daviman Financial, Llc
  Mccordsville, IN
• 08/2019 → 09/2020
  Rejoyce Wealth Management Llc
  Carmel, IN
• 07/2018 → Present
  Back 9 Trust Services, Llc
  Indianapolis, IN
• 01/2019 → Present
  Rone J. Davis, Sole Proprietor
  Indianapolis, IN
• 09/2017 → 08/2019
  Friedman Davis Holdings
  Indianapolis, IN
• 03/2017 → 08/2019
  Daviman Holdings, Llc
  Indianapolis, IN
• 05/1998 → Present
  Semi-Professional Billiard Player & Referee
  Mccordsville, IN

Previous Registrations

• 2019-08-22 → 2020-11-19
  Rejoyce Wealth Management Llc
  Indianapolis, IN
  Carmel, IN
• 2014-04-01 → 2016-11-07
  Eagle Strategies Llc
  Mccordsville, IN
• 2012-08-01 → 2014-03-31
  Eagle Strategies Llc
  Mccordsville, IN

Other Businesses

DAVIMAN FINANCIAL, LLC; INVESTMENT RELATED; REGISTERED INVESTMENT ADVISOR; OWNER/CHIEF INVESTMENT OFFICER/INVESTMENT ADVISOR REPRESENTATIVE; INDIANAPOLIS, IN; START 11/2016; APPROX 160 HOURS PER MONTH; 160 DURING TRADING HOURS. BACK 9 TRUST SERVICES, LLC; INVESTMENT RELATED; PRESIDENT/TRUSTEE SERVICES; INDIANAPOLIS, IN; START 07/2018; APPROX 0 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS. [OPERATING UNDER THE DBA NAME OF INNOVATIVE INSURANCE, LLC FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; 5975 CASTLE CREEK PARKWAY, SUITE 440, INDIANAPOLIS, IN 46250; START DATE IS 2/2012; DEVOTE 10 HOURS PER MONTH ALL DURING TRADING HOURS; DUTIES INCLUDE ASSIST IN GROUP SALES AND MANAGEMENT DECISIONS] [ROI; PRIVATE EQUITY HOLDER; 13 SAM DRIVE, TINTON FALLS, NJ 07724;0 HOURS A MONTH; START DATE IS 03/2017;0 HOURS DURING SECURITIES TRADING HOURS; DUTIES: PRIVATE EQUITY HOLDER ADVISER] [POOL PLAYER; INDEPENDENT CONTRACTOR; NON INVESTMENT RELATED; 9409 N. Bayland Dr., McCordsville, IN 46055; START DATE 05/2008] [VALLEY NATIONAL EIGHT BALL ASSOCIATION; REFEREE-INSTRUCTOR; NON INVESTMENT RELATED; 3 HOURS PER MONTH; START DATE 07/2006] [CONSULTANT; NON INVESTMENT RELATED; 9409 N. Bayland Dr., McCordsville, IN 46055; START DATE 01/2019; 15 HOURS PER MONTH; LESS THAN 8 HOURS PER MONTH DURING SECURITIES TRADING HOURS; DUTIES INCLUDE GENERAL BUSINESS CONSULTING REGARDING INFORMATION ON RECORDKEEPERS, PROCESS MANAGEMENT AND RETIREMENT PLAN ADMINISTRATION SUPPORT.] [FORT WAYNE ESTATE PLANNING COUNCIL; 9921 DUPONT CICLE DR. W, STE 300, FORT WAYNE, IN 46825, NOT INVESTMENT RELATED; ORGANIZATION COMPRISED OF ATTORNEYS, CPAS AND FINANCIAL PROFESSIONALS WHO MEET TO DISCUSS LAWS, TAXES AND PLANNING; BOARD MEMBER; START DATE 5/13; DEVOTES 1 HOUR/MONTH OF WHICH IS ALSO DURING TRADING HOURS; DUTIES INCLUDE DETERMINE SPEAKERS FOR MEETINGS, ORGANIZE MEETING LOCATION AND FOOD, ASSIST WITH RECRUITING NEW MEMBERS AND SUBMITTING POTENTIAL CE CREDITS] [RILEY CHILDRENS HOSPITAL FOUNDATION; BOARD MEMBER; NON INVESTMENT RELATED; FUNDRAISING-GIFT PLANNING; 10 HOURS PER MONTH; 30S MERIDAN ST STE 200 INDIANAPOLIS IND; START DATE 03/2010] 1. The name of the other business: Village of Merici 2. Whether the business is investment-related: No 3. The address of the other business: 5707 Lawton Loop East Drive, OFC 22, Indianapolis, IN 46216 4. The nature of the other business: Non-Profit housing for people with disabilities 5. The position: Board Member 6. Title, or relationship with the other business: Board Member 7. The start date: 09/02/2025 8. The approximate number of hours/month devoted to the other business: 2 9. The number of hours devoted to the other business during securities trading hours: 1 10. Duties relating to the other business: Reviewing financials and overall advice 1. The name of the other business: Main Street Professionals, LLC, 2. Whether the business is investment-related: No 3. The address of the other business: 3033 North Central Avenue, Suite 750, Phoenix, Arizona 85012 4. The nature of the other business: professional training for tax professionals under the Main Street Tax Pro Certification© Program 5. The position: Board Member 6. Title, or relationship with the other business: Board Member 7. The start date: 11/01/2025 8. The approximate number of hours/month devoted to the other business: 4 9. The number of hours devoted to the other business during securities trading hours: 4 10. Duties relating to the other business: General advice and presenting/curating material on selected topics related to Retirement Plans

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-10-11

Designations

Other Names

• Rone J Davis