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Janette Leonora Bingham Davis

Cetera Investment Advisers LLC

Pembroke Pines, FL

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-02-22
  • FL RA
    APPROVED
    Since 2019-02-22

Branch Locations

1745 N University Drive, Pembroke Pines, FL 33024 • 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
Janette L. Davis, Cpa, Llc Pembroke Pines FL 11/2007 Present
Southeast American Financial Group, Inc. Pembroke Pines FL 09/2004 Present
Hd Vest Investment Services Pembroke Pines FL 12/2014 02/2019
Southeast American Financial Services, Inc. Pembroke Pines FL 01/2007 Present
Hd Vest Insurance Agency, Inc Irving TX 12/2014 02/2019
Hd Vest Advisory Services Davie FL 05/2015 02/2019
Cetera Financial Specialists Llc Schaumburg IL 02/2019 Present
Cetera Investment Advisers Llc Schaumburg IL 02/2019 Present
  • 11/2007 → Present
    Janette L. Davis, Cpa, Llc
    Pembroke Pines, FL
  • 09/2004 → Present
    Southeast American Financial Group, Inc.
    Pembroke Pines, FL
  • 12/2014 → 02/2019
    Hd Vest Investment Services
    Pembroke Pines, FL
  • 01/2007 → Present
    Southeast American Financial Services, Inc.
    Pembroke Pines, FL
  • 12/2014 → 02/2019
    Hd Vest Insurance Agency, Inc
    Irving, TX
  • 05/2015 → 02/2019
    Hd Vest Advisory Services
    Davie, FL
  • 02/2019 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 02/2019 → Present
    Schaumburg, IL
Previous Registrations
  • 2015-06-09 → 2019-03-01
    Avantax Advisory Services
    Davie, FL
  • 2011-03-31 → 2012-12-31
    Uswcc Money, Llc
    Pembroke Pines, FL
Other Businesses

1)JANETTE L. DAVIS, CPA, LLC; PEMBROKE PINES, FL; NON-INVESTMENT RELATED; ACCOUNTING/TAX PREP/PLANNING/PROBLEM RESOLUTION, CPA; OWNER; SINCE 11/2007; 100 HRS/MO 2)SOUTHEAST AMERICAN FINANCIAL GROUP; PEMBROKE PINES, FL; NON-INVESTMENT RELATED; MORTGAGE SERVICES; PRESIDENT; PART OWNER; SINCE 09/2004; 4HRS/MO 3)SOUTHEAST AMERICAN FINANCIAL SERVICES; PEMBROKE PINES, FL; NON-INVESTMENT RELATED; PROPERTY & CASUALTY INSURANCE SERVICES; PRESIDENT; OWNER; SINCE 01/2007; 1HR/MO 4)JAMAICA USE CHAMBER OF COMMERCE; MIAMI, FL; NON-INVESTMENT RELATED; TREASURER; SINCE 05/2004; 2 HRS/MO 5)NAME OF OTHER BUSINESS: WALNUT CREEDK 2 & WALNUT CREEK MASTER ASSOCIATION ; INVESTMENT RELATED: NO ; ADDRESS: 3081 E. COMMERCIAL BLVD, SUITE 105 , FT LAUDERDALE, FL 33308 ; NATURE OF BUSINESS: CONDO ASSOCIATION ; START DATE: 02/2006 ; POSITION/TITLE/RELATIONSHIP: PRESIDENT ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: ATTEND MEETINGS, VOTE ON BUDGET AND AUTHORIZE CHECKS ISSUED BY MANAGEMENT COMPANY 6) NAME OF OTHER BUSINESS: JLD CPA & ADVISORS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 07/2024, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 10, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-31
S63 Uniform Securities Agent State Law Examination 2015-03-26
  • S65 Uniform Investment Adviser Law Examination
    2015-03-31
  • S63 Uniform Securities Agent State Law Examination
    2015-03-26
Other Names
  • Janette Leonora Manns

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