Rickie Gerald Davison

Employer firm

Davison Wealth Management, LLC CRD 153303

$6.30M regulatory AUM 21 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)

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

Current Employers

Davison Wealth Management, Llc

Indianapolis, IN • United States

Current Registrations

Authority	Category	Status	Date
IN	RA	APPROVED	2010-03-12

IN RA
APPROVED

Since 2010-03-12

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

Organization	City	State	From	To
Rg Davison & Assoc, Inc.	Indianapolis	IN	05/1993	Present
H.D. Vest Financial Services	Indianapolis	IN	05/2008	Present
H D Vest Advisory Services	Indianapolis	IN	10/2008	Present

05/1993 → Present

Rg Davison & Assoc, Inc.

Indianapolis, IN
05/2008 → Present

H.D. Vest Financial Services

Indianapolis, IN
10/2008 → Present

H D Vest Advisory Services

Indianapolis, IN

Previous Registrations

2008-10-07 → 2010-03-15

Avantax Advisory Services

Indianapolis, IN
2004-01-26 → 2008-05-28

Dalton Strategic Investment Services Inc.

Indianapolis, IN

Knightstown, IN

Indianapolis, IN
2000-06-20 → 2003-04-10

Cetera Advisors Llc

Indianapolis, IN

Other Businesses

RG DAVISON & ASSOC, INC~'NIR'~202 W 81ST STREET~~INDIANAPOLIS~IN~46260~INDEPENDENT INSURANCE AGENT~OWNER/SOLE PROPRIETER~2/1987~10HRS~0HRS~ SALES AND SERVICE PROPERTY/CASUALTY INSURANCE

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1999-12-28

S66 Uniform Combined State Law Examination

1999-12-28

Designations

Chartered Financial Consultant

Other Names

Rick Davison
Rickie G. Davison
R.G. Davison

View on SEC IAPD