Matthew Riley Davis

Current Employers

Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-03-23
MD	RA	APPROVED	2020-03-20

TX RA
APPROVED_RES

Since 2020-03-23
MD RA
APPROVED

Since 2020-03-20

Branch Locations

Olney, MD • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith, Inc.	Washington	DC	10/1999	03/2020
Bank Of America,Na	Washington	DC	11/2009	03/2020
Wells Fargo Advisors Financial Network, Llc	Olney	MD	03/2020	Present

10/1999 → 03/2020

Merrill Lynch, Pierce, Fenner & Smith, Inc.

Washington, DC
11/2009 → 03/2020

Bank Of America,Na

Washington, DC
03/2020 → Present

Wells Fargo Advisors Financial Network, Llc

Olney, MD

Previous Registrations

2000-04-01 → 2020-03-23

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Washington, DC

Washington, DC

Other Businesses

DAVIS WEALTH MANAGEMENT, LLC, INVT RELATED, OLNEY, MD, 80% OWNERSHIP, START DATE 3/20/2020, 120 HRS PER MONTH, 8 HRS PER MONTH, FINET PRACTICE. TRUSTEE FOR THE DAVIS WEALTH MANAGEMENT 401K; INV RELATED; OLNEY; MD; START: 10/15/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2000-02-23

S66 Uniform Combined State Law Examination

2000-02-23

Other Names

Matt Davis
Matthew R Davis

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