William Robert Davis

Employer firm

O'bAnnon & Davis Inc. CRD 134005

$77.2M regulatory AUM 469 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

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

Current Employers

O'BAnnon & Davis Inc.

6265 Sheridan Drive Suite 118, Williamsville, NY 14221 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-02-06

NY RA
APPROVED

Since 2023-02-06

Branch Locations

6265 Sheridan Drive Suite 118, Williamsville, NY 14221 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
O'BAnnon & Davis, Inc.	Buffalo	NY	10/1992	Present

10/1992 → Present

O'BAnnon & Davis, Inc.

Buffalo, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-12-01
S63	Uniform Securities Agent State Law Examination	1992-01-08

S65 Uniform Investment Adviser Law Examination

2025-12-01
S63 Uniform Securities Agent State Law Examination

1992-01-08

Other Names

William R Davis

View on SEC IAPD

Employer firm

Current Employers

O'BAnnon & Davis Inc.

Disclosures

Employment History

Exams

Other Names

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