Adrian Jamal Davis

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2006 → 12/2018
  Frank Davis
  Nashville, TN
• 02/2009 → 12/2016
  Fsc Securities Corporation
  Nashville, TN
• 12/2018 → 11/2023
  Fsc Securities Corporation
  Franklin, TN
• 11/2023 → Present
  Osaic Wealth, Inc.
  Nashville, TN

Previous Registrations

• 2023-06-21 → 2023-11-03
  Fsc Securities Corporation
  Nashville, TN
• 2011-10-31 → 2013-12-31
  Fsc Securities Corporation
  Nashville, TN

Other Businesses

1) REPRESENTATIVE HAS BEEN DOING FIXED INSURANCE BUSINESS SINCE JUNE 2009. 2) THE ESTATE PLAN POSITION: INDEPENDENT CONTRACTOR NATURE: PUTTING TOGETHER LIVING TRUST INVESTMENT RELATED: NO NUMBER OF HOURS: 12 INVESTMENT RELATED HOURS: 0 START DATE: 10/17/2013 ADDRESS: 730 SANDHILL RD., SUITE 120, RENO NV 89521 DESCRIPTION: GATHER CLIENT DATA TO IMPLEMENT A LIVING TRUST FOR THE CLIENT. 3) AMERITAS LIFE INSURANCE POSITION: Statutory Agent - NATURE: Other - contracted agent with Ameritas INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 4 START DATE: 01/01/2009 ADDRESS: 900 13th Ave south, STE 250, Nashville TN 37212, United States DESCRIPTION: #NAME? Sell life insurance to existing clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-16
• S66 Uniform Combined State Law Examination
  2011-10-27
• S63 Uniform Securities Agent State Law Examination
  2007-12-21

Other Names

• Adrian Jamal Davis
• Adrian Jamal Davis
• Adrian Davis