Davis Patton Harrison

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2020 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 10/2020 → 08/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 10/2020 → Present
  Renaissance Financial
  Overland Park, KS
• 08/2013 → 05/2017
  Blue Valley North High School
  Overland Park, KS
• 11/2015 → 02/2017
  Corner Bakery Cafe
  Leawood, KS
• 05/2017 → 07/2017
  Rock&Brews
  Overland Park, KS
• 07/2017 → 02/2019
  Jimmy Johns
  Leawood, KS
• 09/2018 → 04/2020
  Veoride
  Lawrence, KS
• 06/2020 → 09/2020
  Lancaster Liquor
  Leawood, KS
• 08/2017 → Present
  University Of Kansas
  Lawrence, KS
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Overland Park, KS
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2021-09-08 → 2023-08-10
  Securian Financial Services, Inc.
  Overland Park, KS
  St. Paul, MN

Other Businesses

1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: June 2021 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: June 2021 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS 3. BLUE VALLEY YOUTH LACROSSE POSITION: Employee NATURE: Sport Coach/Referee INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 03/02/2022 ADDRESS: 7505 Danell Ln, Grain Valley MO 64029, United States DESCRIPTION: I will be coaching youth lacrosse for 7th/8th graders this spring from early march to mid may. 4. NAME OF OTHER BUSINESS: KEEP THE SPARK ALIVE; INVESTMENT RELATED: NO; ADDRESS: 12525 GRAND AVE KANSAS CITY, MO 64145; NATURE OF BUSINESS: NON PROFIT; START DATE: 5/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP CHOOSE AND PRESENT THE ANNUAL SCHOLARSHIP TO THE RECIPIENT;

Exams

• S66 Uniform Combined State Law Examination
  2021-08-31

Other Names

• Davis Harrison