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6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-10 |
Branch Locations
1270 S. Cleveland Massillon Rd., Bldg A, Suite 102, Copley, OH 44321 • United States
6267 Carpinteria Avenue, Carpinteria, CA 93010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Kirtland | OH | 05/2019 | 02/2022 |
| World Financial Group, Inc. | Kirtland | OH | 05/2018 | 02/2022 |
| Shannon Davis | Castle Rock | CO | 06/2013 | 08/2020 |
| Smd Co, Llc | Castle Rock | CO | 01/2016 | 01/2022 |
| Health And Wealth Connect Llc | Castle Rock | CO | 08/2020 | 07/2022 |
| Shannon Davis (Self Employed) | Hinckley | OH | 09/2024 | Present |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2022 | 03/2026 |
| Retirement Plan Advisors, Llc | Chicago | IL | 03/2022 | 03/2026 |
| Planmember Securities Corporation | Carpinteria | CA | 04/2026 | Present |
| 1St Responder Financial Advisors | Copley | OH | 04/2026 | Present |
| Shannon Davis (Self Employed) | Broadview Heights | OH | 12/2020 | Present |
| Shannon Davis (Self Employed) | Hinckley | OH | 09/2015 | Present |
1)1st Responder Financial Advisors-1270 S. Cleveland Massillon Rd., Building A, Suite 102, Copley, OH 44321; Investment related; Securities & insurance sales & svcs; Financial Advisor; Start date 4/2026; 160 hrs/mnth & during trading; 2) Shannon Davis (self employed)-223 Walden Ridge Dr., Hinckley, OH 44233; Noninvestment related; Historical sales of life insurance, long term care insurance, & fixed annuities; Independent Insurance Agent; Start date 9/2015; 4 hrs/mnth; 1 hr/mnth during trading. 3) Shannon Davis (self employed)-223 Walden Ridge Dr., Hinckley, OH 44233; Noninvestment related; Notarization of documents; Notary Public; Start date 9/2024; 1 hr/mnth; 0 hrs/mnth during trading. 4) Shannon Davis (self employed)-3301 East Royalton Rd., Bldg D, Broadview Heights, OH 44147; Noninvestment related; Coaching gym class; Personal Trainer/Fitness Coach; Start date 12/2020; 10 hrs/mnth; 0 hrs/mnth during trading. 5) American Lung Association-local chapter-223 Walden Ridge Dr., Hinckley, OH 44233; Noninvestment related; Board member & Committee member assisting with fundraising activities & events; Start date 9/2025; 2 hrs/mnth; 0 hrs/mnth during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2019-07-22 |
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