Beverly Ogles Davis

Current Employers

Employment History

• 02/2007 → Present
  Lpl Financial Llc
  Murfreesboro, TN
• 06/2015 → Present
  Caldwell Advisors, Llc
  Murfreesboro, TN

Previous Registrations

• 2011-10-25 → 2015-10-02
  Beam Wealth Advisors, Inc.
  Murfreesboro, TN
• 2006-04-06 → 2007-03-02
  Kestra Investment Services, Llc
  Murfreesboro, TN
  Murfreesboro, TN

Other Businesses

1. 12/02/2006: NO BUSINESS NAME - INV REL - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - INS TYPES: LIFE, HEALTH, DISABILITY, LONG-TERM CARE 10% OF TIME SPENT - SELL INS TYPES: LIFE, HEALTH, DISABILITY, LONG-TERM CARE 2. 11/14/2011: NO BUSINESS NAME - NOT INV REL - NOTARY PUBLIC - NO TIME SPENT 3. 08/07/2013: NO BUSINESS NAME - INV REL - PROPRETY: 1617 GRAYBAR AVENUE, MURFREESBORO TN - REAL ESTATE RENTAL - 1% OF TIME SPENT - PROPERTY CO-OWNER 4. 08/07/2013: NO BUSINESS NAME - INV REL - PROPRETY: 1610 IDLEWOOD DRIVE, MURFREESBORO, TN 37219 - REAL ESTATE RENTAL - 2% OF TIME SPENT - PROPERTY CO-OWNER 5. 07/10/2015: CALDWELL ADVISORS LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR HYBRID - START 06/04/2015 - 80% OF TIME SPENT - (HYBRID) PROVIDE FINANCIAL PLANNING AND ASSET MANAGEMENT FOR A FEE

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-16
• S63 Uniform Securities Agent State Law Examination
  2004-09-02