Matthew Deoran Davis

Current Employers

Eureka Wealth Management

Los Angeles, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-08-21

CA RA
APPROVED

Since 2026-08-21

Branch Locations

Los Angeles, CA • 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

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	San Francisco	CA	08/2015	03/2017
Eureka Wealth Management	Los Angeles	CA	05/2017	Present

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

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-11-10

S66 Uniform Combined State Law Examination

2005-11-10

Designations

Other Names

Matthew Davis

View on SEC IAPD