Joseph Dale Davison

Current Employers

Employment History

• 02/2004 → 12/2019
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
  San Francisco, CA
• 07/2019 → 06/2026
  Strategic Wealth Advisors Group
  San Francisco, CA
• 06/2026 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2019-07-11 → 2026-06-26
  Mariner Advisor Network
  San Francisco, CA
• 2004-03-01 → 2019-12-31
  Lpl Financial Llc
  San Francisco, CA
  Palm Desert, CA

Other Businesses

1. Mr. Davison uses Wealth Vision Advisors® as the name of the business under which he provides investment advice through Private Advisor Group, LLC. This activity is at the address Mr. Davison is registered at, and is related to his investment services practice. Mr. Davison devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Davison devotes to activity providing investment services through PAG. 2. Mr. Davison is the co-owner of Wealth Vision Associates LLC through which he operates a financial services practice, but which is owned independently from Private Advisor Group, LLC. This activity is at the address where Mr. Davison is registered, and is related to his investment services practice. Mr. Davison devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Davison devotes to activity providing investment services through Private Advisor Group. 3. Mr. Davison is the owner of Wealth Vision Consultants LLC through which he operates a financial services practice, but which is owned independently from Private Advisor Group, LLC. This activity is at the address where Mr. Davison is registered, and is related to his investment services practice. Mr. Davison devotes about 160 hours per month to this activity, including about 140 hours during securities trading hours, concurrently with time Mr. Davison devotes to activity providing investment services through Private Advisor Group. 4. Mr. Davison holds a license to sell insurance, but any such insurance business is separate and apart from investment advisory services that Mr. Davison provides. Mr. Davison may recommend the purchase of certain insurance-related products on a commission basis. Clients can engage Mr. Davison to purchase insurance products on a commission basis, but any such purchases are separate and apart from Private Advisor Group. 5. Mr. Davison owns residential real estate that he rents for income. The business is separate and apart from Private Advisor Group.

Exams

• S66 Uniform Combined State Law Examination
  2004-02-27

Designations

Other Names

• Joseph Davison