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Jeffrey Michael Davis

Osaic Wealth, Inc.

Ashland, MA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-09-01
  • MA RA
    APPROVED
    Since 2023-09-01

Branch Locations

43 Tudor Lane, Ashland, MA 01721 • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Sagepoint Financial, Inc. Ashland MA 08/2016 Present
Osaic Wealth, Inc. Ashland MA 09/2023 Present
  • 08/2016 → Present
    Sagepoint Financial, Inc.
    Ashland, MA
  • 09/2023 → Present
    Osaic Wealth, Inc.
    Ashland, MA
Previous Registrations
  • 2017-05-02 → 2023-09-01
    Osaic Services, Inc.
    Ashland, MA
    Bedford, NH
    Ashland, MA
  • 2010-03-26 → 2016-08-30
    Investors Capital Corp.
    Lynnfield, MA
    Lynnfield, MA
    Lynnfield, MA
    Ashland, MA
    Lynnfield, MA
    Lynnfield, MA
  • 2007-08-22 → 2010-04-01
    Sii Investments, Inc.
    Westborough, MA
    Ashland, MA
  • 2003-02-19 → 2007-07-17
    Legacy Advisory Services, Inc.
    Milford, MA
Other Businesses

1. JEFFREY M. DAVIS, INSURANCE SALES, NONIVESTMENT RELATED AT 43 TUDOR LANE ASHLAND MA 01721 5-10 HOURS SPENT PER MONTH., 43 TUDOR LANE ASHLAND MA 01721 2. BRAYSHAW FINANCIAL GROUP LLC POSITION: Representative/Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/04/2016 ADDRESS: 43 Tudor Lane, Ashland MA 01721, United States DESCRIPTION: sales of fixed annuities and life insurance

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-02
S63 Uniform Securities Agent State Law Examination 1992-02-28
  • S65 Uniform Investment Adviser Law Examination
    2016-12-02
  • S63 Uniform Securities Agent State Law Examination
    1992-02-28
Other Names
  • Jeffrey Michael Davis
  • Jeffrey Micheal Davis

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASHLAND, MA
INFLECTION MANAGING PARTNER INC. · ASHLAND, MA
BORABOND, LLC · FRAMINGHAM, MA
PRIVATE ADVISOR GROUP, LLC · HOLLISTON, MA
MAIN EFFORT FINANCIAL, INC. · HOLLISTON, MA
WESTLAND GATE CAPITAL, LLC · HOLLISTON, MA
TRUST ADVISORY GROUP LTD · Holliston, MA
MERIDIAN FINANCIAL ADVISORS, LLC · HOLLISTON, MA

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