Gregory Davis

Current Employers

Employment History

• 04/2016 → 01/2019
  Kestra Financial Services, Inc.
  Austin, TX
• 10/2011 → Present
  Vertex Financial Advisors, Llc
  Elkins Park, PA

Previous Registrations

• 2016-04-19 → 2019-02-04
  Kestra Advisory Services, Llc
  Fort Washington, PA
• 2014-05-27 → 2016-09-22
  Kestra Investment Services, Llc
  Warrington, PA
  Elkins Park, PA
• 2004-04-22 → 2006-05-11
  Hornor, Townsend & Kent, Llc
  Philadelphia, PA

Other Businesses

The Greater Philadelphia Tourism Marketing Corporation a.k.a. "Visit Philadelphia" | Investment Committee | 30 S. 17th Street, Suite 2010, Philadelphia, PA 19103 | 2017 - Present Nature of Business: Investment Committee Position, Title or Relationship: Investment Committee Member. Start Date: 2/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Assist in reviewing proposed/current investments. Pennsylvania Department of Transportation Public Private Partnership | Board Member | Keystone Building, 400 North Street, 5th Floor, Harrisburg, PA 17120 | 2016 - Present Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board member Start Date: 12/18/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I will review proposed transportation public-private partnerships in Pennsylvania Philadelphia Securities Association | Secretary | Philadelphia, PA 19150 | 2015 - Present Nature of Business: Other Other/None of the Above Political Action Committee Position, Title or Relationship: Other,Treasurer Start Date: 1/21/2009 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: I sign checks for the PAC Friends of Derek Green | Campaign Treasurer | Philadelphia, PA 19150 | 2022 - Present Nature of Business: Other Other/None of the Above , Title or Relationship: Other, Philadelphia Mayoral Candidate Campaign Treasurer Start Date: 9/2022 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Treasurer Licensed insurance agent in PA and NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-06-01

Other Names

• Greg Davis