Jody Keith Davis

Current Employers

Employment History

• 04/2007 → Present
  Lpl Financial, Llc
  Columbus, GA
• 11/2016 → Present
  Capital Wealth Management Group, Llc
  Columbus, GA
• 06/2020 → Present
  Newedge Advisors, Llc (Formerly: Gwm Advisors, Llc)
  Columbus, GA

Previous Registrations

• 2016-12-14 → 2020-09-01
  Capital Wealth Management Group
  Columbus, GA
• 2006-10-19 → 2007-04-17
  Questar Asset Management, Inc.
  Columbus, GA

Other Businesses

1. 5/17/2007: FOR ACCOUNTING PURPOSES ONLY - JODY DAVIS FINANCIAL SERVICES - NO ACTIVITY; USED A DBA WITH PREVIOUS BD AND HAD MY CHECKING ACCOUNT SET UP AS SUCH. - COLUMBUS, GA. 2. 10/8/2009: NON-VARIABLE INSURANCE - PLACING SOME BUSINESS EITHER THROUGH THE APPROVED INSURANCE COMPANIES OR VIA A VENDOR LIKE CONWELL AND ASSOCIATES, CAPITAS FINANCIAL ETC. - TIME SPENT 5% - COLUMBUS, GA. 3. 1/23/2017 - Capital Wealth Management Group LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s). 4. 1/23/2017 - Capital Wealth Management Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 01/31/2017 - 160 Hours Per Month/100 Hours During Securities Trading - I provide investment advisory services through Capital Wealth Management Group, an independent investment advisor firm. I started this business activity in 1/31/2017. I expect to spend approximately [160 hours per month] on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 2/9/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 06/01/2020 - 40 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 06/2020. I expect to spend approximately 40 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 09/06/2024 - Capital Wealth Management Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 01/01/2017 - 120 Hours Per Month/ 30 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-29
• S63 Uniform Securities Agent State Law Examination
  2005-09-22