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Matthew William Davis

Davis Financial Management, Inc.

Overland Park, KS

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Current Employers
Davis Financial Management, Inc.

7381 W. 133Rd Street Suite 226, Overland Park, KS 66213 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2026-03-26
TX RA APPROVED 2008-01-23
KS RA APPROVED 2007-06-14
  • HI RA
    APPROVED
    Since 2026-03-26
  • TX RA
    APPROVED
    Since 2008-01-23
  • KS RA
    APPROVED
    Since 2007-06-14

Branch Locations

7381 W 133Rd Street Suite 226, Overland Park, KS 66221 • 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
Davis Financial Management, Llc Leawood KS 02/2007 Present
  • 02/2007 → Present
    Davis Financial Management, Llc
    Leawood, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-02-19
  • S65 Uniform Investment Adviser Law Examination
    2003-02-19
Designations
Other Names
  • Matt William Davis

View on SEC IAPD

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