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200 1St Street Suite 204, Neptune Beach, FL 32266 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-03-05 |
| FL | RA | APPROVED | 2004-02-26 |
Branch Locations
200 1St Street Suite 204, Neptune Beach, FL 32266 • United States
200 First Street Suite 204, Neptune Beach, FL 32266 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Disciplined Equity Management, Inc. | Neptune Beach | FL | 01/2004 | Present |
DON DAVEY IS ALSO OWNER OF THREE COMPANIES THAT OPERATE AND/OR DEVELOP FIREHOUSE SUB FRANCHISES IN AND AROUND ORLANDO, FL AND MADISON, WI. HE HAS NO DAY-TO-DAY RESPONSIBILITIES FOR RUNNING THE RESTAURANT LOCATIONS. HIS INVOLVMENT IS PRIMARILY MAKING HIGH-LEVEL BUSINESS MANAGEMENT DECISIONS THAT DO NOT MATERIALLY AFFECT THE AMOUNT OF TIME HE DEVOTES TO THE ADVISORY BUSINESS. HE ALSO OWNS A COMPANY THROUGH WHICH HE HOLDS PERSONAL REAL ESTATE INVESTMENTS. THESE BUSINESSES ARE NOT RELATED TO DISCIPLINED EQUITY MANAGEMENT OR THE ADVISORY SERVICES OFFERED TO CLIENTS. DEM CLIENTS ARE NOT SOLICITED TO INVEST IN ANY OF THESE OUTSIDE VENTURES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-24 |
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