Kelly Davis

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-10
CO	RA	APPROVED	2025-06-10
KS	RA	APPROVED	2025-06-10

TX RA
APPROVED

Since 2025-07-10
CO RA
APPROVED

Since 2025-06-10
KS RA
APPROVED

Since 2025-06-10

Branch Locations

Parkville, MO • United States

605 25 Rd Ste 201, Grand Junction, CO 81505 • 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

Organization	City	State	From	To
Sam's Club	Kansas City	KS	07/2013	09/2016
Waddell & Reed, Inc.	Overland Park	KS	09/2015	05/2021
Lpl Financial, Inc.	Kansas City	KS	06/2021	01/2025
Lpl Financial	Kansas City	KS	02/2025	Present

07/2013 → 09/2016

Sam's Club

Kansas City, KS
09/2015 → 05/2021

Waddell & Reed, Inc.

Overland Park, KS
06/2021 → 01/2025

Lpl Financial, Inc.

Kansas City, KS
02/2025 → Present

Lpl Financial

Kansas City, KS

Other Businesses

1) 02/28/2025 - Logic Wealth Strategies - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:02/20/2025 -160 Hrs/Mth - 8 Hrs During Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-06-06

S66 Uniform Combined State Law Examination

2025-06-06

Other Names

Kelly Erin Jonscher
Kelly Erin Davis

View on SEC IAPD