Janet Elizabeth Davis

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-06-25

Branch Locations

4245 Kemp Blvd, Wichita Falls, TX 76308 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Wichita Falls	TX	03/2020	Present
Park Place Christian Church	Wichita Falls	TX	09/2019	03/2020
Health Care Service Corp (Dba Blue Cross Blue Shield Texas)	Wichita Falls	TX	01/2019	04/2019
Unemployed	Wichita Falls	TX	04/2019	08/2019
Town Of Pineville	Pineville	AR	01/2018	10/2018
Unemployed	Archer City	TX	10/2018	01/2019
Unemployed	Pineville	AR	06/2016	01/2018

03/2020 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Wichita Falls, TX
09/2019 → 03/2020

Park Place Christian Church

Wichita Falls, TX
01/2019 → 04/2019

Health Care Service Corp (Dba Blue Cross Blue Shield Texas)

Wichita Falls, TX
04/2019 → 08/2019

Unemployed

Wichita Falls, TX
01/2018 → 10/2018

Town Of Pineville

Pineville, AR
10/2018 → 01/2019

Unemployed

Archer City, TX
06/2016 → 01/2018

Unemployed

Pineville, AR

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-06-23
S65	Uniform Investment Adviser Law Examination	2002-01-23
S63	Uniform Securities Agent State Law Examination	1997-03-25