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Current Employers
Butler-Davis Financial Group, Llc

1123 Elm St Ne, Covington, GA 30014 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2022-07-13
  • GA RA
    APPROVED
    Since 2022-07-13

Branch Locations

1123 Elm St Ne, Covington, GA 30014 • United States

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
OrganizationCityStateFromTo
Hd Vest Investment Services Conyers GA 11/2014 12/2017
Avantax Investment Services, Inc. Conyers GA 06/2018 02/2022
Avantax Insurance Agency, Llc Conyers GA 06/2018 02/2022
Butler-Davis Tax & Accounting Llc Conyers GA 09/2016 Present
Butler-Davis Financial Group, Llc Conyers GA 06/2022 Present
Butler-Davis Financial Group, Llc Conyers GA 12/2021 Present
  • 11/2014 → 12/2017
    Hd Vest Investment Services
    Conyers, GA
  • 06/2018 → 02/2022
    Avantax Investment Services, Inc.
    Conyers, GA
  • 06/2018 → 02/2022
    Avantax Insurance Agency, Llc
    Conyers, GA
  • 09/2016 → Present
    Butler-Davis Tax & Accounting Llc
    Conyers, GA
  • 06/2022 → Present
    Conyers, GA
  • 12/2021 → Present
    Conyers, GA
Other Businesses

(1) J W DAVIS IS AN INDEPENDENT INSURANCE AGENT (INVESTMENT RELATED) SINCE 2005 AND SEPARATELY LICENSED AS AN INDEPENDENT INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES AND AGENCIES WHEN PROVIDING INSURANCE SERVICES. ADDRESS: 1540 HWY 138 SE, SUITE 1B, CONYERS, GA 30013. HE SPENDS LESS THAN 10% OF HIS TIME ON THIS ACTIVITY. (2) J W DAVIS IS THE CHIEF OPERATING OFFICER OF BUTLER-DAVIS TAX & ACCOUNTING LLC (INVESTMENT RELATED). ADDRESS: 1540 HWY 138 SE, SUITE 1B, CONYERS, GA 30013. THIS ACTIVITY IS HIS PRIMARY BUSINESS THROUGH WHICH MR. DAVIS SPENDS UP TO 90% OF HIS TIME.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-17
S63 Uniform Securities Agent State Law Examination 2015-02-12
  • S65 Uniform Investment Adviser Law Examination
    2022-02-17
  • S63 Uniform Securities Agent State Law Examination
    2015-02-12
Other Names
  • Jw W Davis
  • Jw Davis

View on SEC IAPD

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