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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-09-30 |
Branch Locations
7047 Lee Highway Suite 203, Chattanooga, TN 37421 • United States
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Chattanooga | TN | 01/1996 | 09/2016 |
| Lincoln Financial Securities Corporation | Ooltewah | TN | 09/2016 | 12/2017 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 09/2016 |
| (Dba) Wmg Financial Advisors | Chattanooga | TN | 03/2017 | 09/2025 |
| Concourse Financial Group Securities, Inc. | Chattanooga | TN | 12/2017 | 12/2021 |
| (Dba) Southeast Wealth Management | Chattanooga | TN | 09/2016 | 12/2019 |
| (Dba) Davis Wealth Partners | Chattanooga | TN | 01/2020 | Present |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 09/2025 | Present |
1. Davis Wealth Partners; Partner. Investment Related; 7047 Lee Hwy, Ste 203, Chattanooga, TN 37421; Investments; Financial Professional, manage the firm; Start Date 09/2025; This will encompass approximately 80% of business hours. 2. Davis Wealth Partners; Fixed Insurance Sales. Investment Related; 7047 Lee Hwy, Ste 203, Chattanooga, TN 37421; Fixed Insurance Sales; Start Date 09/2025; This will encompass approximately 20% of business hours. 3. VOLUNTEERS IN MEDICINE; Non-Investment Related; 5705 Marlin Road, Chattanooga, TN 37411; Medical Care to the Under Privileged; Chairperson of the board ; Board member for Non-Profit Volunteers in Medicine. This does not encompass any business hours. 4. Member of the School Board; Silverdale Baptist Academy. 7236 Bonny Oaks Drive, Chattanooga, TN 37421. This does not encompass any business hours. 5. Roger Dale Davis is named as an attorney - in - fact for his mother, Joyce Davis, in her Power of Attorney; POA ; Is the business investment related: No; Location of the business: 8200 briarstone lane ooltewah TN 37363 usa; This does not encompass any business hours. 6. London Center Owners Association; Secretary; Not Investment Related; 7047 Lee Highway Chattanooga TN 37421; Maintaining Collective Property of Business Condos; Serve as voting member of board. keep and distribute meeting minutes. Keep bylaws up to date as per association votes.; Start date with business: 2025-04-04; Hours per month devoted to business during trading hours: This does not encompass any business hours. 7. Commercial Property Owner; 8200 briarstone lane ooltewah TN 37363. Non-investment related. Commercial business rental to tenants. 09/2025 - Present. This does not encompass any business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-05 |
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