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Stephen Richard Davis

Net Worth Solutions LLC

Phoenix, AZ

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Current Employers
Net Worth Solutions Llc

15331 W Bell Road Suite 312, Surprise, AZ 85374 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2004-03-01
  • AZ RA
    APPROVED
    Since 2004-03-01

Branch Locations

Phoenix, AZ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Net Worth Solutions Llc Scottsdale AZ 01/2004 Present
Etaxpro Llc Phoenix AZ 12/2013 Present
Previous Registrations
  • 1998-08-24 → 2003-12-08
    Morgan Stanley Dw Inc.
    Cupertino, CA
Other Businesses

Name of other business: eTaxPro LLC (non-investment related) Address: 1821 W Bramble Berry Lane, Phoenix AZ 85085 Nature of business: Individual tax preparation and consulting Position/title: Registered Tax Professional Start date: December 2013 Hours devoted: Average of 25 hours/month; half during trading hours, half outside.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-08-27
S65 Uniform Investment Adviser Law Examination 1996-08-22
  • S63 Uniform Securities Agent State Law Examination
    1996-08-27
  • S65 Uniform Investment Adviser Law Examination
    1996-08-22

View on SEC IAPD

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