John Allen Davis

Employer firm

Dynamic CRD 151367

$5.64B regulatory AUM 56 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• 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

• 04/2015 → 09/2018
  Falcon Financial Management
  Gainesville, FL
• 11/2015 → 11/2016
  Cetera Advisors, Llc
  Denver, CO
• 11/2016 → 09/2021
  Lpl Financial, Llc
  Gainesville, FL
• 09/2018 → 04/2022
  Collaborative Wealth
  Gainesville, FL
• 04/2022 → Present
  Dynamic Wealth Advisors
  Phoenix, AZ

Previous Registrations

• 2019-09-24 → 2022-02-08
  Collaborative Wealth
  Gainesville, FL
  Gainesville, FL

Exams

• S66 Uniform Combined State Law Examination
  2019-08-13

Other Names

• John Allen Davis