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Christopher Janson Davis

Cetera Investment Advisers LLC

Merritt Island, FL

CRD 3132771

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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:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2017-01-10
  • FL RA
    APPROVED
    Since 2017-01-10

Branch Locations

150 Fortenberry Road Villa A, Merritt Island, FL 32952 • 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
Brevard Accounting Group Cpa'S P.A. Merritt Island FL 11/1991 Present
Cetera Financial Specialists Llc Schaumburg IL 06/2004 Present
Cetera Investment Advisers, Llc Schaumburg IL 01/2017 Present
  • 11/1991 → Present
    Brevard Accounting Group Cpa'S P.A.
    Merritt Island, FL
  • 06/2004 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 01/2017 → Present
    Schaumburg, IL
Other Businesses

1) BREVARD ACCOUNTING GROUP; NOT INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; CPA FIRM; START 1/1/99; 40 HOURS/WEEK DURING TRADING HOURS; PARTNER IN ACCTG & TAX PRACTICE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-26
S63 Uniform Securities Agent State Law Examination 2015-10-30
  • S65 Uniform Investment Adviser Law Examination
    2016-10-26
  • S63 Uniform Securities Agent State Law Examination
    2015-10-30
Other Names
  • Chris Davis

View on SEC IAPD

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