Matthew Deoran Davis

Employer firm

Eureka Wealth Management CRD 288494

$36.4M regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers

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 → 03/2017
  Ameriprise Financial Services, Inc.
  San Francisco, CA
• 05/2017 → Present
  Eureka Wealth Management
  Los Angeles, CA

Previous Registrations

• 2015-08-04 → 2017-03-06
  Ameriprise Financial Services, Llc
  San Francisco, CA
• 2007-09-25 → 2015-05-28
  Ameriprise Financial Services, Llc
  Seattle, WA
  Edmonds, WA
• 2005-11-14 → 2006-06-06
  Morgan Stanley Dw Inc.
  San Francisco, CA

Other Businesses

Independent Insurance Agent; Investment Related; Sells fixed insurance products; Palm Springs, CA. Spends 40hrs/mth; 20 during trading. Real Estate Ownership; Single Family; Seattle, WA. 98112; Not investment related; September 2015. Spends 1 hr/month, 0 during trading.

Exams

• S66 Uniform Combined State Law Examination
  2005-11-10

Designations

• Certified Financial Planner

Other Names

• Matthew Davis