Roger Clayton Davis

Current Employers

Employment History

• 03/2018 → 03/2018
  Centric Capital Advisors, Llc
  Santa Monica, CA
• 01/2016 → Present
  Centric Capital
  Los Angeles, CA
• 11/2020 → Present
  Accurate Wealth Management, Llc
  Los Angeles, CA

Previous Registrations

• 2018-06-07 → 2021-12-19
  Centric Capital Advisors, Llc
  Los Angeles, CA
• 2019-01-29 → 2019-12-31
  Woodridge Wealth Management, Llc
  Los Angeles, CA
• 2015-07-10 → 2018-12-31
  Woodridge Wealth Management, Llc
  Los Angeles, CA
• 2006-08-15 → 2015-11-04
  Element Wealth, Llc
  Ridgeland, MS
  Santa Monica, CA
• 2003-05-09 → 2005-09-21
  Ubs Financial Services Inc.
  Jackson, MS

Other Businesses

(1) Centric Capital Advisors, LLC; no; 706 South Lakeshore Drive; insurance; owner/agent; 1/15/2017; 20h; 10h; we provide long-term care, disability, and life insurance to the public. (2) Accurate Wealth Management, LLC; Investment adviser representative of Accurate Wealth Management, LLC, Wesley Chapel, FL; registered investment adviser, Aug '22 -present; 40 hrs/wk., all during trading hours. (3) Chicot County Arkansas Board of Equalization; 401 N Court Street LAKE VILLAGE, AR 71653; The board will meet periodically throughout the year to hear and settle property tax disputes; $150/meeting; Board Member not Owner; August 1, 2025; 2 hours per month; 0 hours per trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-02-17
• S65 Uniform Investment Adviser Law Examination
  1996-04-13