Donnie Dale Davis

Current Employers

Coachwise Financial Solutions, Inc.

7225 S. 85Th E. Ave., Ste.100, Tulsa, OK 74133-3135 • United States

Current Registrations

Authority	Category	Status	Date
AR	RA	APPROVED	2022-12-22
OK	RA	APPROVED	2007-01-04

AR RA
APPROVED

Since 2022-12-22
OK RA
APPROVED

Since 2007-01-04

Branch Locations

7225 S. 85Th E. Ave., Ste.100, Tulsa, OK 74133-3135 • 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
Coachwise Financial Solutions, Inc.	Tulsa	OK	10/2004	Present

10/2004 → Present

Coachwise Financial Solutions, Inc.

Tulsa, OK

Other Businesses

Part-time employee of SMH, LLC, as LPC-C on March 31, 2021; Located at 4444 E. 31st St., Tulsa, OK 74135; Offers counseling services; Not Investment Related; 3 hours per week during trading hours; Providing quality counseling and psychotherapy services.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2006-12-04

S65 Uniform Investment Adviser Law Examination

2006-12-04

View on SEC IAPD

Current Employers

Coachwise Financial Solutions, Inc.

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

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