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305 Madison Avenue, Morristown, NJ 07960 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-11-30 |
Branch Locations
2451 Lakeshore Drive, Columbia,, IL 62236 • United States
305 Madison Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Archford Capital Strategies | Swansea | IL | 08/2015 | 11/2020 |
| Private Advisor Group, Llc | Morristown | NJ | 11/2020 | Present |
1. Mr. Davis holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Mr. Davis provides. Mr. Davis may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Mr. Davis to purchase insurance products on a commission basis, but any such purchases are separate and apart from Private Advisor Group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-27 |
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