Michael Christopher Davis

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Davidson, NC
• 11/2016 → 10/2024
  Wells Fargo Clearing Services, Llc
  Davidson, NC
• 10/2024 → Present
  &Partners
  Nashville, TN

Previous Registrations

• 2009-09-22 → 2024-10-16
  Wells Fargo Clearing Services, Llc
  Davidson, NC
  Davidson, NC

Other Businesses

RENTAL PROPERTY; INV RELATED; CORNELIUS, NC; RENTAL PROPERTY; OWNER; START 7/2011; 1 HR PER MONTH; 0 HRS DURING TRADING. DAVIS UNICORNS LLC, NOT INVT RELATED, MOORESVILLE, NC, 100% OWNERSHIP WITH SPOUSE, START 5/13/2019, 3 HRS PER MONTH, 0 HRS DURING TRADING, OVERSEE THE FINANCIALS AND WORK WITH PROPERTY MANAGERS COMMERCIAL RENTAL PROPERTY, INV RELATED, RUTHERFORDTON, NC, 100% OWNERSHIP, START 3/1/2017, ZERO HOURS PER MONTH, ZERO DURING TRADING. FRANCHISEE FOR SUMMITT COFFEE CAFE, LLC, NOT INVT RELATED, CORNELIUS, NC, 100% OWNERSHIP WITH SPOUSE, START 7/2/2021, 20 HRS PER MONTH, 0 HRS DURING TRADING, PARTIAL MANAGER. CARP UNLIMITED, LLC; NOT INVESTMENT RELATED; RUTHERFORDTON,NC; 10% OWNERSHIP; START 10/28/2020; NUMBER OF HOURS PER MONTH 5; NUMBER OF HOURS DURING TRADING 0; ONLINE FISHING RETAIL BUSINESS. UNITED METHODIST FOUNDATION OF WESTERN NORTH CAROLINA POSITION: Investment Team Member NATURE: The United Methodist Foundation of Western North Carolina runs investment strategy for churches and Methodist related activities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2022 ADDRESS: Huntersville, NC 28078 DESCRIPTION: As a member of the investment team I meet with other members once a quarter to review the investments and strategies to give opinion on what changes should be made. We also interview managers as part of the due diligence process. I have no trading authority. BIG B&G LLC POSITION: Owner NATURE: Real estate holding and investments. Invested into 480 S. Main St. Davidson, NC 20836. This is the building that our practice is moving into expected March 2026. INVESTMENT RELATED: Yes. NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 12/20/2019 ADDRESS: Davidson NC 28036, United States DESCRIPTION: One of the three owners with my mother and brother. DWM PARTNERS, LLC POSITION: Partner NATURE: The LLC is a way for the partners of Davidson Wealth Management &Partners to fund new buildout of our office. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/23/2025 ADDRESS: Mooresville, NC 28117, United States DESCRIPTION: No Duties

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-09-21
• S63 Uniform Securities Agent State Law Examination
  2006-07-24