Marcus Lee Davis

Current Employers

First Advisors National, Llc

1372 Peachtree Street Ne, Atlanta, GA 30309 • United States

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2026-04-23

NC RA
APPROVED

Since 2026-04-23

Branch Locations

Wake Forest, NC • 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

Organization	City	State	From	To
Erie Insurance Group	Raleigh	NC	06/2007	11/2019
Massachusetts Mutual Life Insurance Co	Raleigh	NC	08/2014	Present
Ultimate Choice Insurance Group Inc	Raleigh	NC	06/2007	Present
First Advisors National	Raleigh	NC	05/2023	04/2024

06/2007 → 11/2019

Erie Insurance Group

Raleigh, NC
08/2014 → Present

Massachusetts Mutual Life Insurance Co

Raleigh, NC
06/2007 → Present

Ultimate Choice Insurance Group Inc

Raleigh, NC
05/2023 → 04/2024

First Advisors National

Raleigh, NC

Previous Registrations

2023-05-30 → 2024-04-19

First Advisors National, Llc

Wake Forest, NC
2004-10-27 → 2005-12-02

Citigroup Global Markets Inc.

Raleigh, NC

Other Businesses

NAME: ULTIMATE CHOICE INSURANCE GROUP, INC, INV REL: Y ADD: 3901 BARRETT DRIVE, SUITE 312, RALEIGH, NC 27609 NATURE: OUTSIDE INSURANCE SALES, POSITION: INSURANCE BROKER, START DATE: 6/1/2007 NO HRS/MO: 35 NO HRS/MO: 2, DUTIES: LIFE, DISABILITY, PROPERTY AND CASUALTY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-04-27
S63	Uniform Securities Agent State Law Examination	2004-09-30

S65 Uniform Investment Adviser Law Examination

2023-04-27
S63 Uniform Securities Agent State Law Examination

2004-09-30

View on SEC IAPD