Timothy J Davis

Current Employers

Employment History

• 07/2015 → 12/2017
  Mass Mutual Life Insurance Company
  Cincinnati, OH
• 08/2015 → 12/2017
  Mml Investors Services
  Cincinnati, OH
• 08/2017 → Present
  Avalon Consulting Group
  Hebron, KY
• 08/2019 → 11/2025
  Gwn Securities Inc.
  Palm Beach Gardens, FL
• 09/2019 → 12/2025
  Latitude Advisors, Llc
  Vero Beach, FL
• 11/2025 → Present
  Kleinfelder Capital, Inc.
  Cincinnati, OH
• 01/2019 → 06/2025
  Villa Madonna Academy
  Villa Hills, KY

Previous Registrations

• 2020-01-07 → 2025-12-01
  Latitude Advisors, Llc
  Hebron, KY
  Yorkville, IL
  Florene, KY
  Florence, KY
• 2013-12-03 → 2015-08-12
  J.P. Morgan Securities Llc
  Bellevue, KY
  Crescent Springs, KY
  Bellevue, KY
• 2011-11-23 → 2013-12-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Mitchell, KY

Other Businesses

1) AgentLink, Inc; Not investment-related; 8050 Hosbrook Road, Suite 200;, Cincinnati, OH, 45236; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent 2) Avalon Consulting Group; Not investment-related; Crescent Springs, KY. 41017; Business consulting; President; 09/01/2017; 1 hours per month; 0 during trading hours; Business consulting in the areas of strategic business planning, branding, marketing, new product development, and business process improvement 3) Fire Island Media; Not investment-related; Crescent Springs, KY. 41017; Photography; President; 01/01/2019; 16 hours per month; 0 during trading hours; Photographer and author

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-07
• S66 Uniform Combined State Law Examination
  2011-11-21

Other Names

• Timothy John Davis