Ashaunda Michelle Davis

Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 04/2014 → 10/2016
  State Farm
  Marietta, GA
• 10/2016 → 12/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2016 → 12/2022
  Northwestern Mutual Investment Services Llc
  Atlanta, GA
• 02/2018 → 12/2022
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 03/2021 → Present
  Guardian Life Insurance Company
  Charlotte, NC
• 01/2023 → Present
  Park Avenue Securities
  Charloette, NC

Other Businesses

1) Wealth Over Riches-author, Start date: 01/01/2018, Address: 26 Doranne Ct SE Smyrna, GA 30080, 5 total hours per month; 5 during securities trading hours, Not investment related, Less than 10% annual compensation, 2) Asivad Holdings LLC-real estate, owner, Start date: 05/01/2022, Address: 26 Doranne Ct SE Smyrna, GA 30080, 5 total hours per month; 5 during securities trading hours, Investment related, More than 10% annual compensation, 3) AMD & Associates Financial Group- DBA for Insurance other than Guardian, Start date: 09/01/2017, Address: 26 Doranne Ct SE Smyrna, GA 30080, 2 total hours per month; 2 during securities trading hours, Investment related, Less than 10% annual compensation,

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-12-27
• S63 Uniform Securities Agent State Law Examination
  2017-01-29

Other Names

• Ashaunda M Davis
• Ashaunda' Davis
• Ashaunda Davis