Best Investors Account Sign in

Jonah Steven Davis

LPl Financial LLC

Cedar Bluff, VA

San Diego, CA

Cedar Bluff, VA

Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-05-07
  • VA RA
    APPROVED
    Since 2024-05-07

Branch Locations

2997 Steelsburg Hwy, Suite A, Cedar Bluff, VA 24609 • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

2997 Steelsburg Hwy., Suite A, Cedar Bluff, VA 24609 • 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
Securities America, Inc Cedar Bluff VA 06/2021 05/2024
South Guard Advisors Cedar Bluff VA 10/2019 05/2024
Phaidon International Charlotte NC 01/2018 09/2020
University Of The Pacific San Francisco CA 08/2017 08/2018
Virginia Tech Blacksburg VA 08/2013 05/2017
Securities America Advisors Cedar Bluff VA 08/2022 05/2024
Lpl Financial Llc Cedar Bluff VA 05/2024 Present
  • 06/2021 → 05/2024
    Securities America, Inc
    Cedar Bluff, VA
  • 10/2019 → 05/2024
    South Guard Advisors
    Cedar Bluff, VA
  • 01/2018 → 09/2020
    Phaidon International
    Charlotte, NC
  • 08/2017 → 08/2018
    University Of The Pacific
    San Francisco, CA
  • 08/2013 → 05/2017
    Virginia Tech
    Blacksburg, VA
  • 08/2022 → 05/2024
    Securities America Advisors
    Cedar Bluff, VA
  • 05/2024 → Present
    Lpl Financial Llc
    Cedar Bluff, VA
Previous Registrations
  • 2022-08-17 → 2024-05-07
    Securities America Advisors, Inc.
    Cedar Bluff, VA
Other Businesses

1) 4/15/2024 - South Guard Advisors - DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-16
S63 Uniform Securities Agent State Law Examination 2021-11-12
  • S65 Uniform Investment Adviser Law Examination
    2022-08-16
  • S63 Uniform Securities Agent State Law Examination
    2021-11-12

View on SEC IAPD

Other Firms

EAGLE STRATEGIES LLC
CETERA INVESTMENT ADVISERS LLC
CAPITAL ADVISOR NETWORK
DAVENPORT & COMPANY LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
EQUITABLE ADVISORS, LLC

Other Investors

STEVEN RALPH DAVIS
Rodney Dewitt Gillespie
Greg Sayers
WILLIAM PAUL EVANS
MARION SLEMP FLESHMAN
WILLIAM GEORGE JOHNSON
Lori Beth Ringley
Thomas Bradley Graham

Other Offices

EAGLE STRATEGIES LLC · TAZEWELL, VA
CETERA INVESTMENT ADVISERS LLC · MARION, VA
CAPITAL ADVISOR NETWORK · Marion, VA
DAVENPORT & COMPANY LLC · Marion, VA
EDWARD JONES · MARION, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Marion, VA
OSAIC INSTITUTIONS, INC. · ABINGDON, VA
EQUITABLE ADVISORS, LLC · ABINGDON, VA

More in Cedar Bluff, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor