James Scott Davis

Current Employers

Employment History

• 04/2011 → Present
  Wagner Wealth Management
  Anderson, SC
• 05/2014 → Present
  Wealth Management Advisors, Llc
  Greenville, SC
• 05/2014 → 04/2021
  Triad Advisors, Inc.
  Norcross, GA
• 04/2021 → Present
  Arkadios Capital
  Atlanta, GA

Previous Registrations

• 2011-04-21 → 2014-05-19
  Ic Advisory Services, Inc.
  Anderson, SC
  Bedminster, NJ
• 2007-08-30 → 2011-05-16
  Wells Fargo Clearing Services, Llc
  Greenville, SC
  Charlotte, NC

Other Businesses

1)WAGNER WEALTH MANAGEMENT;INVESTMENT RELATED;3 Legacy Park Rd,Ste A,Greenville,SC;INVESTMENT OPERATING COMPANY FOR INVESTMENT ADVISER BUSINESS;ADVISOR;4/2011;50+ HRS/MONTH;6+ HRS DURING TRADING;FINANCIAL ADVISOR 2)WEALTH MANAGEMENT ADVISORS,LLC;INVESTMENT RELATED;3 Legacy Park Rd,Ste A,Greenville,SC;RIA;ADVISOR/PRODUCER;5/2014;120 HRS/MONTH;6 HRS DURING TRADING;ASSET MANAGEMENT FEES AND FINANCIAL PLANNING FEES 3)J SCOTT DAVIS;NOT INVESTMENT RELATED;3 Legacy Park Rd,Ste A,Greenville,SC;INDEPENDENT INSURANCE PRODUCER;PRODUCER;2011;5 HRS/MONTH;10 MINUTES DURING TRADING;PRESENTING,REVIEWING,AND PROCESSING LIFE & DISABILITY INSURANCE APPLICATIONS WITH VARIOUS COMPANIES 4)J SCOTT DAVIS LLC;NOT INVESTMENT RELATED;229 BUCKINGHAM RD,GREENVILLE,SC 29607;SINGLE MEMBER LLC FOR BUSINESS INCOME AND EXPENSES;OWNER/MANAGER;2011;5 HRS/MONTH;0 HRS DURING TRADING;MAINTAIN DEPOSIT ACCOUNT AND PROCESS TAX RETURN 5)J SCOTT DAVIS LLC DBA MC DAVIS DESIGNS;NOT INVESTMENT RELATED;229 BUCKINGHAM RD,GREENVILLE,SC;RETAIL MERCHANDISING GIFT AND PROFESSIONAL MONOGRAMMING; OWNER OF LLC;4/2015;5 HRS/MONTH;0 HRS DURING TRADING;MAINTAIN BOOKS AND INVENTORY FOR THE OPERATION OF BUSINESS RUN BY MARY CATHERINE DAVIS 6)Antonakos Foundation;not investment related;3 Legacy Park Rd,Ste A,Greenville,SC 29607;501c3 charity-scholarships for college students;president/founder;2014;5 hrs/month;0 hrs during trading;maintain quickbooks/financial data for charity,help with fundraising event and evaluate scholarship applications,signer on bank account 7) Buncombe Street Methodist Church, Is Not Investment Related, 200 Buncombe Rd, gvl, SC, 29607, United States", Endowment board process for church foundation and reviewing policy and procedures, Endowment board member,4/1/2021,1 hours per month,0 hours per month during trading hours, No Compensation Compensation, BUNCOMBE STREET METHODIST CHURCH.CORPORATION. CHARITY/ NON PROFIT ORGANIZATION. VICE CHAIR 2 YEARS & CHAIR 2 YEARS OF THE CHURCH COUNCIL. MEMBER OF THE FINANCE COMMITTEE & ENDOWMENT BOARD. GOVERNING BODY OF THE CHURCH THAT MAKES DECISIONS ON THE PROGRAMS & DIRECTION OF THE CHURCH. 20+ MEMBERS INCLUDING ME THAT VOTE ON THESE RECOMENDATIONS TO THE CHURCH ABOUT FINANCIAL DIRECTION. DEVOTE 1 TO 20 % PER MONTH. Established 1/1/2006 8) DCI Limited, Is Investment Related, 229 Buckingham Rd, gvl, SC, 29607, United States, Investment club, Managing member, 1/1/1992, 1 hours per month,1 hours per month during trading hours, No Compensation Compensation, 1. DCI LIMITED.PARTNERSHIP INVESTMENT CLUB. I AM 1/3 OWNER WITH MY BROTHER AND FATHER.WE BUY AND SELL STOCKS IN THE ACCOUNT. I AM THE GENERAL PARTNER. DEVOTE 1 TO 20% PER MONTH FINANCIAL INTEREST $40,000. OWN 21 TO 40% OF STOCK. ESTABLISHED CONNECTION IN 1991."

Exams

• S63 Uniform Securities Agent State Law Examination
  2004-08-03

Designations

Other Names

• J Scott Davis