Inactive

Matthew Reid Davis

Argent Wealth, LLC

CRD 5542559

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Employer firm

Argent Wealth, LLC CRD 311685

$487M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

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

Current Employers

Argent Wealth, Llc

1020 Highland Colony Parkway Suite 603, Ridgeland, MS 39157 • United States

Current Registrations

Authority	Category	Status	Date
MS	RA	APPROVED	2021-03-05

MS RA
APPROVED

Since 2021-03-05

Branch Locations

1020 Highland Colony Parkway Suite 603, Ridgeland, MS 39157 • 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

Organization	City	State	From	To
Pinnacle Trust	Madison	MS	01/2013	06/2020
Sabbatical	Madison	MS	06/2020	01/2021
Pinnacle Wealth, Llc	Madision	MS	02/2021	Present

01/2013 → 06/2020

Pinnacle Trust

Madison, MS
06/2020 → 01/2021

Sabbatical

Madison, MS
02/2021 → Present

Pinnacle Wealth, Llc

Madision, MS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-02-26
S63	Uniform Securities Agent State Law Examination	2008-07-11

S65 Uniform Investment Adviser Law Examination

2021-02-26
S63 Uniform Securities Agent State Law Examination

2008-07-11

Other Names

Reid Davis

View on SEC IAPD

Nearby Firms

SMITH SHELLNUT WILSON

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Nearby Investors

WILLIAM CHADWICK MCKEITHEN

Kevin Patrick Fitzsimmons

BELINDA ANN FIELDS

Nearby Offices

SMITH SHELLNUT WILSON · RIDGELAND, MS

PARK AVENUE SECURITIES LLC · RIDGELAND, MS

FOCUS PARTNERS WEALTH, LLC · RIDGELAND, MS

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