Wesley Whalen Davis

Employer firm

Usi Securities, Inc. CRD 43793

163 advisory clients

Reported services (Item 5G)

• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 01/2017
  Pickett, Bradford & Associates
  Jackson, MS
• 07/2013 → 01/2017
  Valmark Securities, Inc.
  Akron, OH
• 01/2017 → 12/2023
  Trustmark National Bank
  Jackson, MS
• 09/2019 → 01/2020
  Lpl Financial Llc
  Jackson, MS
• 12/2023 → Present
  Usi Consulting Group
  Glastonbury, CT
• 12/2023 → Present
  Usi Securities
  Glastonbury, CT

Previous Registrations

• 2014-03-12 → 2017-01-11
  Centerpoint Advantage, Llc
  Flowood, MS

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-07
• S63 Uniform Securities Agent State Law Examination
  2024-09-30
• S66 Uniform Combined State Law Examination
  2014-02-05

Other Names

• Wes Davis
• Wesley Whalen Davis