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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-11 |
| TX | RA | APPROVED_RES | 2025-07-10 |
Branch Locations
501 E. Las Olas Blvd. #300, Fort Lauderdale, FL 33301 • United States
915 Highland Pointe Dr Ste 150, Roseville, CA 95678 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group, Inc | Southampton | NY | 03/2006 | Present |
| George Theodore Davis | Fort Lauderdale | FL | 03/2006 | Present |
| George Davis | Fort Lauderdale | FL | 07/2019 | Present |
| Lpl Financial Llc | Fort Lauderdale | FL | 07/2025 | Present |
1. 07/10/2025- Sierra Ridge Advisor Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 07/11/2025- 240 Hours Per Month- 140 Hours During Trading 2. 07/10/2025- DAVIS WEALTH MANAGEMENT INC-Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 03/07/2006- 20 Hours Per Month- 10 Hours During Trading 3. 07/10/2025- DAVIS WEALTH MANAGEMENT INC-DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 03/07/2006- 160 Hours Per Month- 120 Hours During Trading 4. 07/10/2025- GEORGE DAVIS- Real Estate Rental- INV Related- At Reported Business Location(s)- Start date 11/10/2020- 1 Hour Per Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-31 |
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