Sean E Davis

Current Employers

Employment History

• 04/2009 → 07/2017
  American United Life
  Prairieville, LA
• 04/2009 → 07/2017
  Oneamerica Securities
  Prairieville, LA
• 07/2017 → 05/2021
  Lpl Financial, Llc
  Baton Rouge, LA
• 07/2017 → 05/2021
  Level Four Advisory Services
  Baton Rouge, LA
• 05/2021 → Present
  Pelican Investment Advisors, Llc Dba Louisiana Business Resource
  Baton Rouge, LA
• 06/2021 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2017-08-03 → 2021-05-27
  Level Four Advisory Services
  Baton Rouge, LA
  Dallas, TX
  Baton Rouge, LA
  Baton Rouge, LA
• 2009-05-28 → 2017-07-27
  Oneamerica Securities, Inc.
  Baton Rouge, LA
  Baton Rouge, LA
  Prairieville, LA
• 2004-11-10 → 2009-03-31
  Msi Financial Services, Inc.
  Baton Rouge, LA
  Baton Rouge, LA

Other Businesses

1) Pelican Investment Advisors, LLC DBA Louisiana Business Resource Group, LLC; Investment Related; At Registered Location; RIA; Title - Partner & IAR; Start - 4/2021; 80 Hrs/Mth; 80 During Trading Hrs; Business Development, Financial Planning, IAR and Investment Committee Participant 2) Davis Wealth Management; Investment Related; At Registered Location; Entity For Tax Purposes; Title - Member; Start - 2009; 5 Hrs/Mth; 0 During Trading Hrs; Production 3) Louisiana Business Resource Group, LLC; Investment Related; At Registered Location; Investment/Insurance; Title - Member; Start - 2006; 80 Hrs/Mth; 80 During Trading Hrs; Production 4) Davis Comer Properties LLC; Non-Investment Related; At Registered Location; Real Estate Management; Title - Partner; Start - 2017; 0 Hrs/Mth; 0 During Trading Hrs 5) Louisiana Tax Advisory Group LLC; Non-Investment Related; At Registered Location; Tax Consulting; Title - Partner With Taylor & Matthews CPA; Start - 2017; 0 Hrs/Mth; 0 During Trading Hrs 6) Synergy Financial Group, LLC; Non-Investment Related; At Registered Location; Insurance Agency; Title - Partner; Start - 2015; 5 Hrs;Mth; 0 During Trading Hrs; Production 7) Louisiana Emergency Assistance LLC (Non-profit); Non-Investment Related; At Registered Location; Non Profit; Title - Director; Start - 2020; 1 Hr/Mth; 0 During Trading Hrs; Charitable Work 8) Bluebonnet Office Park Condo Association LLC; Non-Investment Related; Condo Association For Office; Title - President; Start - 2020; 1 Hr/Mth; 0 During Trading Hrs 9) 7308 Properties, LLC; Non-Investment Related; Real Estate Management; Title - Member; Start - 2017; 1 Hrs/Mth; 0 During Trading Hrs; Manage Property 10) ATD, LLC; Non-Investment Related; 18844 E. Arcadian Shores Dr., Baton Rouge, LA 70809; Real Estate; Member; 06/01/2023; 4 hrs/mo; 0 hrs during trading; Maintain the books and records for building property owned together with sister. 11) Geaux Wheeling; Non-Investment Relates; In Private Residence; Social Club; Co-Owner/ 10/01/2022; 0 hours, 0 trading hours per month; Manage social club's checking account and assist with video content for Jeep Enthusiast pages for social media. 12) Drive Holdings LLC. Not investment related. 10307 Jefferson Hwy, Suite A, Baton Rouge, LA 70809. Fixed Insurance. Agent. Start date: 08/2026. 20 hrs/month; 4 during trading hours. Insurance agency to offer fixed insurance products.

Other Names

• Sean Davis