Inactive

Margot Suzanne Davis

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Current Employers

Dynamic

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2010-06-30

AZ RA
APPROVED

Since 2010-06-30

Branch Locations

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States

Chandler, AZ • 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

Organization	City	State	From	To
Dynamic Wealth Advisors	Phoenix	AZ	05/2010	Present
Margot Davis	Chandler	AZ	08/2012	09/2020

05/2010 → Present

Dynamic Wealth Advisors

Phoenix, AZ
08/2012 → 09/2020

Margot Davis

Chandler, AZ

Previous Registrations

2009-04-09 → 2010-05-26

Tribeca Advisors, Llc

Mesa, AZ
2005-11-15 → 2008-12-10

Synergy Investment Group, Llc

Scottsdale, NC

Mesa, AZ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-07-25
S63	Uniform Securities Agent State Law Examination	2003-01-07

S65 Uniform Investment Adviser Law Examination

2005-07-25
S63 Uniform Securities Agent State Law Examination

2003-01-07

View on SEC IAPD

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Other Investors

DAREN MICHAEL FRANKEBERGER

Kenneth ALEXANDER Riley

HEATH EDWARD WHETSEL

JOSEPH JOHN MCNAUGHTON

Frank Iustin Mancuso

Other Offices

EW ADVISER, LLC · PHOENIX, AZ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ

UBS FINANCIAL SERVICES INC. · PHOENIX, AZ

UBS FINANCIAL SERVICES INC. · Phoenix, AZ

UBS FINANCIAL SERVICES INC. · PHOENIX, AZ

KESTRA ADVISORY SERVICES, LLC · PHOENIX, AZ

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