Inactive

Patrick Joseph Xavier

Davis Wealth Advisors

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Current Employers

Davis Wealth Advisors

12 Stiles Road Suite 203, Salem, NH 03079 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2026-07-15
NH	RA	APPROVED	2026-06-26

MA RA
APPROVED

Since 2026-07-15
NH RA
APPROVED

Since 2026-06-26

Branch Locations

Cambridge, MA • United States

12 Stiles Road Suite 203, Salem, NH 03079 • 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
Davis Wealth Advisors, Llc	Salem	NH	06/2025	Present
Boston College	Chestnut Hill	MA	08/2024	05/2025
Sentinel Group	Wakefield	MA	06/2024	08/2024
Boston College	Chestnut Hill	MA	08/2023	05/2024
Sentinel Group	Wakefield	MA	06/2023	08/2023
Boston College	Chestnut Hill	MA	08/2022	05/2023
Align Credit Union	Wilmington	MA	06/2022	08/2022
Wilmington Public Schools	Wilmington	MA	06/2016	06/2022

06/2025 → Present

Davis Wealth Advisors, Llc

Salem, NH
08/2024 → 05/2025

Boston College

Chestnut Hill, MA
06/2024 → 08/2024

Sentinel Group

Wakefield, MA
08/2023 → 05/2024

Boston College

Chestnut Hill, MA
06/2023 → 08/2023

Sentinel Group

Wakefield, MA
08/2022 → 05/2023

Boston College

Chestnut Hill, MA
06/2022 → 08/2022

Align Credit Union

Wilmington, MA
06/2016 → 06/2022

Wilmington Public Schools

Wilmington, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-04-20

S65 Uniform Investment Adviser Law Examination

2026-04-20

View on SEC IAPD

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