Vincent Brent Davis

Employer firm

Money Concepts Capital Corp CRD 12963

$4.07B regulatory AUM 1,108 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• GENERAL CONSULTING SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 10/2024
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 10/2024 → 05/2025
  Osaic Wealth, Inc.
  Scottsdale, AZ
• 05/2025 → Present
  Money Concepts Capital Corporation
  Palm Beach Gardens, FL

Previous Registrations

• 2024-10-11 → 2025-05-29
  Osaic Wealth, Inc.
  Johnson City, TN
  Scottsdale, AZ
• 2016-06-28 → 2024-10-11
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2009-01-20 → 2016-07-14
  Woodbury Financial Services, Inc.
  Johnson City, TN
  Johnson City, TN
  Johnson City, TN
  College Grove, TN
  Johnson City, TN
• 2008-12-04 → 2008-12-16
  Ssn Advisory, Inc.
  Johnson City, TN

Other Businesses

Watauga Riverbend Retreats - Air BnB - Investment related- start date: 2018 - Owner, 100% - Hours Devoted per Month: 10 - Hours Devoted per Month During Market hours: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-10-20
• S63 Uniform Securities Agent State Law Examination
  1995-09-21

Other Names

• Vincent Brent Davis
• Vince Davis
• Vincent B Davis
• Vincent Brent Davis