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Joshua Stephen Davis

Davis Private Wealth, LLC

Royal Palm Beach, FL

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Current Employers
Davis Private Wealth, Llc

9100 Belvedere Road Suite 209, Royal Palm Beach, FL 33411 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-01-11
  • FL RA
    APPROVED
    Since 2017-01-11

Branch Locations

9100 Belvedere Road Suite 209, Royal Palm Beach, FL 33411 • 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
Castle Wealth Management West Palm Beach FL 01/2011 01/2017
Davis Private Wealth, Llc Royal Palm Beach FL 01/2017 Present
Previous Registrations
Other Businesses

FINANCIAL PLANNING ASSOCIATION OF SOUTH FLORIDA, BOARD MEMBER, 15 HOURS/MO REDTREE PARTNERS, INVESTMENT RELATED, SANTA CRUZ, CALIFORNIA, COMMERICAL REAL ESTATE AND TIMBER BUSINESS, ADVISORY COMMITTEE MEMBER, 10/2022, 5 HOURS PER QUARTER, ATTENDS QUARTERLY MEETINGS, MAKES DECISIONS ON COMMERCIAL REAL ESTATE PURCHASES.

Designations
Other Names
  • Josh Davis
  • Joshua S Davis

View on SEC IAPD

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