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Davis Jackson Rich

Fermata Advisors

Chico, CA

Sonoma, CA

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Current Employers
Fermata Advisors

539 Broadway Suite A, Sonoma, CA 95476 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-08-04
TX RA APPROVED 2023-08-04
  • CA RA
    APPROVED
    Since 2023-08-04
  • TX RA
    APPROVED
    Since 2023-08-04

Branch Locations

2452 Lakewest Drive, Chico, CA 95928 • United States

539 Broadway Suite A, Sonoma, CA 95476 • 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
Skyline Country Club Tucson AZ 01/2013 01/2017
Asset Management Group Chico CA 05/2021 03/2022
Rich Financial Sonoma CA 03/2022 Present
Unemployed Chicago IL 05/2019 05/2021
University Of Arizona Tucson AZ 06/2010 05/2019
  • 01/2013 → 01/2017
    Skyline Country Club
    Tucson, AZ
  • 05/2021 → 03/2022
    Asset Management Group
    Chico, CA
  • 03/2022 → Present
    Rich Financial
    Sonoma, CA
  • 05/2019 → 05/2021
    Unemployed
    Chicago, IL
  • 06/2010 → 05/2019
    University Of Arizona
    Tucson, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-03
  • S65 Uniform Investment Adviser Law Examination
    2023-08-03

View on SEC IAPD

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KEVIN IAN MURRAY
CHAD LAWTON PARKER

Other Offices

WALLER FINANCIAL COACHING · CHICO, CA
CETERA INVESTMENT ADVISERS LLC · CHICO, CA
FARMERS ASSET MANAGEMENT, LLC · Chico, CA
INTEGRATED ADVISORS NETWORK LLC · Chico, CA
MURRAY FINANCIAL SERVICES, INC · CHICO, CA
MURRAY FINANCIAL SERVICES, INC · CHICO, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chico, CA
EDWARD JONES · CHICO, CA

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