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Current Employers
Davis Financial Services

9330 Lbj Freeway Suite 1020, Dallas, TX 75243 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-12-09
LA RA APPROVED 2023-10-09
TX RA APPROVED 2022-03-01
  • TN RA
    APPROVED
    Since 2025-12-09
  • LA RA
    APPROVED
    Since 2023-10-09
  • TX RA
    APPROVED
    Since 2022-03-01

Branch Locations

9330 Lbj Freeway Suite 1020, Dallas, TX 75243 • 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
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
  • 04/2016 → 02/2019
    Phillips 66
    Houston, TX
  • 03/2019 → 06/2021
    Freeport Lng
    Houston, TX
  • 03/2020 → Present
    Dallas, TX
  • 12/2020 → Present
    Lpl Financial, Llc
    Dallas, TX
  • 08/2023 → Present
    Dallas, TX
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-13
S63 Uniform Securities Agent State Law Examination 2021-08-19
  • S65 Uniform Investment Adviser Law Examination
    2021-09-13
  • S63 Uniform Securities Agent State Law Examination
    2021-08-19

View on SEC IAPD

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