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Inactive

Will Davies

Avantax Planning Partners, Inc.

Dubuque, IA

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Current Employers
Avantax Planning Partners, Inc.

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-03-26
  • IA RA
    APPROVED
    Since 2026-03-26

Branch Locations

210 Jones St Ste. 104, Dubuque, IA 52001 • 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
Avantax Planning Partners Dubuque IA 11/2025 Present
University Of Denver Denver CO 08/2022 09/2025
University Of San Diego San Diego CA 06/2021 07/2022
University Of Iowa Iowa City IA 08/2017 05/2021
Culford School Bury St Edmunds 07/2015 06/2017
  • 11/2025 → Present
    Avantax Planning Partners
    Dubuque, IA
  • 08/2022 → 09/2025
    University Of Denver
    Denver, CO
  • 06/2021 → 07/2022
    University Of San Diego
    San Diego, CA
  • 08/2017 → 05/2021
    University Of Iowa
    Iowa City, IA
  • 07/2015 → 06/2017
    Culford School
    Bury St Edmunds
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-04
  • S65 Uniform Investment Adviser Law Examination
    2026-03-04

View on SEC IAPD

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