Connor Davis

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

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

• 08/2015 → 05/2019
  Old Dominion University
  Norfolk, VA
• 05/2019 → 08/2019
  Unemployed
  Norfolk, VA
• 08/2019 → 06/2022
  Guardian Life Insurance Company
  Virginia Beach, VA
• 05/2020 → 06/2022
  Park Avenue Securities
  Virginia Beach, VA
• 06/2022 → Present
  Massmutual Life Insurance Company
  Virginia Beach, VA
• 06/2022 → Present
  Mml Investors Services Llc
  Virginia Beach, VA

Other Businesses

1) Name: Connor Davis Inv Rel: Y Add: 222 Central Park Ave, Ste 1100, Virginia Beach VA23462 Nature: Outside Insurance Sales Position: Insurance Broker Start Date: 01/01/2024 No. Hr/Mo: 5 No. Hr/Mo During Sec Trading: 5 Duties: Life, disability, long-term care, fixed annuities & health. 2) Name: CW Strategies LLC, Inv Rel: Y Addr:@ residential address on file, Nature: Outside Insurance and other commissions, Position: Managing Member, Start: 1/1/2026, No Hr/Mo:4 No Hr/Mo Dur Trading: 4 Duties: Insurance sales outside of Mass Mutual business.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-30