Timothy Henry Davis

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 06/2007 → 09/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 06/2007 → 09/2024
  Bank Of America, N.A.
  Atlanta, GA
• 11/2024 → Present
  Raymond James Financial Services, Inc.
  Atlanta, GA
• 11/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Atlanta, GA
• 09/2024 → Present
  Pinnacle Financial Partners/Pinnacle Bank
  Atlanta, GA

Previous Registrations

• 2019-05-29 → 2024-09-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA

Other Businesses

(1)Name of Business: Pinnacle Asset Management Address: 3333 Riverwood Pkwy SE Fl 5, Atlanta, GA, 30339-3304, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/15/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Licensed Bank Associate, talking with clients and prospect about banking and investment needs. Refer to Raymond James for investment needs as they arise.

Exams

• S66 Uniform Combined State Law Examination
  2019-05-24

Other Names

• Tim H Davis
• Tim Davis
• Timothy Davis