Mark Allen Davis

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2014 → 06/2024
  Securities America Inc
  Farmington Hills, MI
• 06/2014 → 06/2024
  Securities America Advisors
  Farmington Hills, MI
• 08/2014 → Present
  Mark Davis
  Farmington Hls, MI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Farmington Hills, MI
• 06/2024 → Present
  Osaic Wealth, Inc.
  Farmington Hills, MI

Previous Registrations

• 2014-08-26 → 2024-06-14
  Securities America Advisors, Inc.
  Farmington Hills, MI
  Farmington Hills, MI
• 2011-12-21 → 2014-09-17
  Haas Wealth Management Center Llc
  Southfield, MI
• 2010-10-06 → 2010-12-31
  Haas Financial Services Inc
  Commerce Twp, MI

Other Businesses

1. Haas Wealth Management Center LLC POSITION: Manager - NATURE: Insurance - INVESTMENT RELATED: yes - HOURS: 10 - INVESTMENT RELATED HOURS: 10 - START DATE: 01/01/2011 - ADDRESS: 21411 RANDALL ST, FARMINGTON HILLS, MI 48336 2. HAAS WEALTH MANAGEMENT CENTER, LLC - DBA 3. MARK DAVIS POSITION: Advisor NATURE: I assist a small number of my clients with their tax preparation. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/26/2014 ADDRESS: 21411 Randall St, Farmington Hls MI 48336, United States DESCRIPTION: Tax advice. 4. MARK DAVIS POSITION: Tax preparer NATURE: I prepare a small number of tax returns for clients (under 10). I spend 50 hours per year. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2011 ADDRESS: 21411 Randall Street, Farmington Hills MI 48336, United States DESCRIPTION: I prepare a small number of tax returns for clients (under 10). 5. HAAS WEALTH MANAGEMENT CENTER LLC POSITION: Manager NATURE: I sell an occasional Life Insurance contract and fixed annuity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2011 ADDRESS: 21411 Randall St, Farmington Hills MI 48336, United States DESCRIPTION: I place traditional life and annuity products as needed based on financial planning analysis. 6. MARK DAVIS FINANCIAL SERVICES LLC POSITION: Manager NATURE: I sell an occasional Life Insurance contract and fixed annuity. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2011 ADDRESS: 21411 Randall St, Farmington Hills MI 48336, United States DESCRIPTION: I place traditional life and annuity products as needed based on financial planning analysis.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-09-26
• S63 Uniform Securities Agent State Law Examination
  1990-10-26