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Carlton Luke Davis

Realm Investment Consulting LLC

Cary, NC

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Current Employers
Realm Investment Consulting Llc

2500 Regency Parkway, Cary, NC 27518 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2016-12-23
  • NC RA
    APPROVED
    Since 2016-12-23

Branch Locations

2500 Regency Parkway, Cary, NC 27518 • 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
North Carolina State University Raleigh NC 01/2006 Present
Suntrust Bank Raleigh NC 01/2011 09/2016
Suntrust Advisory Services Raleigh NC 06/2016 09/2016
  • 01/2006 → Present
    North Carolina State University
    Raleigh, NC
  • 01/2011 → 09/2016
    Suntrust Bank
    Raleigh, NC
  • 06/2016 → 09/2016
    Suntrust Advisory Services
    Raleigh, NC
Previous Registrations
Other Businesses

Adjunct Professor of Finance at North Carolina State University and High Point University.

Designations
Other Names
  • Carl Davis
  • Carlton Davis

View on SEC IAPD

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Other Offices

VERATIS ADVISORS, INC. · CARY, NC
RFG ADVISORY, LLC · Cary, NC
EDWARD JONES · CARY, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
TRUIST ADVISORY SERVICES, INC. · CARY, NC
COMPERIO RETIREMENT CONSULTING, INC. · CARY, NC
WEALTHSHIELD PARTNERS, LLC · CARY, NC

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