Joseph Andrew Davis

Current Employers

Employment History

• 11/2015 → 04/2022
  Securities America Inc
  West Haven, UT
• 11/2015 → Present
  Beam Wealth Advisors, Inc.
  West Haven, UT
• 04/2022 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2005-04-11 → 2015-11-10
  Equitable Advisors, Llc
  Salt Lake City, UT
  Salt Lake City, UT
  Clinton, UT
  Salt Lake City, UT
  Ogden, UT

Other Businesses

1) 1. Davis Financial Holdings, LLC 2. Not investment related 3. Office of Employment Address 4. Real estate holding company for commercial office 5. Owner 6. 3/1/2020 7. 0 hrs/mo 8. 0 hrs during trading 9. Real estate holding company for commercial building occupied by business 10. Rental income is received from tenants 2) 1. Fixed Insurance 2. Investment related 3. Office of employment address 4. Insurance sales 5. self, insurance sales 6. 09/2020 7. 1 hr/mo 8. 0 hrs during trading 9. life & health insurance sales 10. Commissions 3) 1. Davis Schuler & Associates, LLC 2. Not investment related 3. Office of employment address 4. Individual & business tax preparation service 5. owner 6. 1/2016 7. 10 hrs/mo 8. 2 hrs during securities trading 9.As a CDFA I assist attorneys, clients & mediators in understanding the complex financial implications of divorce settlements. Preparing individual, family & business tax returns. Providing IRS representation service. 10. fees are billed for services provided. 4) 1. JADAWS, LCC 2. Not investment related 3. Office of employment address 4. Marketing Company for Davis Financial LLC 5. General Partner 6. 2021 7. 5 hrs/mo 8. 5 hrs during trading 9. Marketing and other expense related items for Davis Financial LLC 10. Compensation is a draw from net income, and issued a K1; 5) 1. BEAM Wealth Advisors, Inc. 2. investment related 3. office of employment address 4. RIA 5. IAR 6. 2015 7. 80 hrs/mo 8. 80 hrs during trading 9. provide advisory services to clients 6) 1. JC Davis Rentals, LLC 2. Not investment related 3. Office of employment address 4. Real estate holding company for residential properties 5. Managing Member-Owner 6. 06/2023 7. 5 hrs/mo 8. 0 hrs during trading 9. Owner and managing member of LLC. Directly responsible for all finances for the entity. LLC is a real estate holding company for residential properties. 7) 1. Davis Clinton, LLC 2. Not investment related 3. Office of employment address 4. Real estate holding company for residential properties 5. Managing Member-Owner 6. 06/2023 7. 5 hrs/mo 8. 0 hrs during trading 9. Owner and managing member of LLC. Directly responsible for all finances for the entity. LLC is a real estate holding company for residential properties. 8) 1. Hunting Athlete LLC 2. Not Investment Related. 3. 901 W 3150 S Syracuse, UT 84401 4. Social Media Influencer 5. Owner 6. 09/01/2023 7. 8 hrs/mo 8. 0 hrs during trading 9. Compensated for social media posts made on various outlets such as Facebook, Instagram, Tiktok, Amazon, etc. Social media posts are primarily about hunting, family & fitness and products associated with those areas. Run website www.huntingathlete.com. Sellers contact me to promote and discuss those items. I may receive a commission if those products sell on various platforms such as Amazon.

Exams

• S66 Uniform Combined State Law Examination
  2005-03-04

Other Names

• Joseph Davis