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Abby Davis

Burling Wealth Partners

Chicago, IL

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Current Employers
Burling Wealth Partners

One South Wacker Drive Suite 2150, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-09-11
  • IL RA
    APPROVED
    Since 2024-09-11

Branch Locations

One South Wacker Drive Suite 2150, Chicago, IL 60606 • 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
Geneva Advisors, Llc Chicago IL 02/2014 08/2017
At Investment Advisers Inc. Chicago IL 08/2017 09/2024
Burling Wealth Partners Chicago IL 09/2024 Present
  • 02/2014 → 08/2017
    Geneva Advisors, Llc
    Chicago, IL
  • 08/2017 → 09/2024
    At Investment Advisers Inc.
    Chicago, IL
  • 09/2024 → Present
    Burling Wealth Partners
    Chicago, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-20
  • S65 Uniform Investment Adviser Law Examination
    2015-03-20

View on SEC IAPD

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GUGGENHEIM INVESTMENTS · CHICAGO, IL
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