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James Michael Davis

Partnership Financial, LLC

Columbus, OH

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Current Employers
Partnership Financial, Llc

4400 N High St Suite 412, Columbus, OH 43214 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-24
OH RA APPROVED 2008-05-16
  • FL RA
    APPROVED
    Since 2026-08-24
  • OH RA
    APPROVED
    Since 2008-05-16

Branch Locations

4400 N High St Suite 412, Columbus, OH 43214 • 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
OrganizationCityStateFromTo
Partnership Financial, Llc Columbus OH 03/2008 Present
Previous Registrations
  • 2007-11-06 → 2008-05-29
    Innovative Financial Designs
    Columbus, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-11-05
  • S65 Uniform Investment Adviser Law Examination
    2007-11-05
Designations
Other Names
  • Jim Davis

View on SEC IAPD

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ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

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