Tiffani Renee Davis

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → Present
  Estee Lauder Companies
  New York, NY
• 11/2015 → 04/2018
  Henri Bendel
  New York, NY
• 01/2026 → Present
  Lpl Financial Llc
  Dallas, TX

Other Businesses

1.12/2025-Davis Financial Services-DBA for LPL Business (entity for LPL business)-Inv related-160 Hours per month-130 Hours during trading- At reported business location (s). 2.12/2025- Brand The Yard LLC- Business Owner-Not Inv Related-80 Hours per month-10 Hours during trading-Acworth GA-Start date 08/01/2025.

Exams

• S66 Uniform Combined State Law Examination
  2026-03-14