Best Investors
Account
Sign in
9330 Lbj Freeway Suite 1020, Dallas, TX 75243 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-12-09 |
| LA | RA | APPROVED | 2023-10-09 |
| TX | RA | APPROVED | 2022-03-01 |
Branch Locations
9330 Lbj Freeway Suite 1020, Dallas, TX 75243 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phillips 66 | Houston | TX | 04/2016 | 02/2019 |
| Freeport Lng | Houston | TX | 03/2019 | 06/2021 |
| Davis Financial Services | Dallas | TX | 03/2020 | Present |
| Lpl Financial, Llc | Dallas | TX | 12/2020 | Present |
| Davis Financial Services | Dallas | TX | 08/2023 | Present |
1) 12/2020 - DBA for LPL Business (entity for LPL business) - Davis Financial Services - Investment Related - Dallas, TX 75243; Ms. Davis is a registered representative of LPL Financial and receives commissions and other types of compensation for the sale of securities. 2) 09/27/2024 - Resurrezione, LLC - Other - Buisness Owner - Not Investment Related - At reported Business Location(s) - 30 Hours Per Month/ 1 Hour During Trading 3.05/14/2025 - DAVIS FINANCIAL ADVISORS, LLC - Investment Related - Registered Investment Advisor Hybrid - At reported Business Location(s) - Start Date:12/24/2020 - 160 Hours Per Month/ 160 Hour During Trading - I provide investment advisory services through Davis Financial Services, LLC, an independent investment advisor firm. I started this business activity in 12/2020. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 05/29/2025 - DAVIS FINANCIAL SERVICES, LLC - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date: 12/24/2020 - 80 Hrs/Mth - 80 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-19 |
Reach out to this advisor