Casey Marie Davis

Employer firm

Landing Point Financial Group CRD 312978

$381M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Landing Point Financial Group

36901 American Way Suite 7, Avon, OH 44011 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2024-02-22

OH RA
APPROVED

Since 2024-02-22

Branch Locations

36901 American Way Suite 7, Avon, OH 44011 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Inc	Sheffield Village	OH	03/2007	06/2021
Landing Point Financial Group, Llc	Avon	OH	06/2021	Present
Landing Point Financial Group, Llc	Avon	OH	10/2023	Present

03/2007 → 06/2021

Ameriprise Financial Services, Inc

Sheffield Village, OH
06/2021 → Present

Landing Point Financial Group, Llc

Avon, OH
10/2023 → Present

Landing Point Financial Group, Llc

Avon, OH

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-02-02

S65 Uniform Investment Adviser Law Examination

2024-02-02

View on SEC IAPD

Employer firm

Current Employers

Landing Point Financial Group

Disclosures

Employment History

Exams

Nearby Firms

Nearby Investors

Nearby Offices

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