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Marc Michael Davis

Capital Management Consultants

Northbrook, IL

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Current Employers
Capital Management Consultants

5 Revere Drive Suite 200, Northbrook, IL 60062 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2024-03-21
IL RA APPROVED 1998-05-28
  • IN RA
    APPROVED
    Since 2024-03-21
  • IL RA
    APPROVED
    Since 1998-05-28

Branch Locations

5 Revere Drive Suite 200, Northbrook, IL 60062 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Management Consultants, Inc. Northbrook IL 02/1998 Present
Impact Financial Partners, Llc Deerfield IL 11/2008 10/2020
  • 02/1998 → Present
    Capital Management Consultants, Inc.
    Northbrook, IL
  • 11/2008 → 10/2020
    Impact Financial Partners, Llc
    Deerfield, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-05-01
S63 Uniform Securities Agent State Law Examination 1993-10-29
  • S65 Uniform Investment Adviser Law Examination
    1998-05-01
  • S63 Uniform Securities Agent State Law Examination
    1993-10-29

View on SEC IAPD

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Other Offices

ALLSTATE FINANCIAL ADVISORS, LLC · Northbrook, IL
RITHOLTZ WEALTH MANAGEMENT · Northbrook, IL
SHARP CIRCLE CONSULTING, LLC · NORTHBROOK, IL
DDS INVESTMENT MANAGEMENT, INC. · NORTHBROOK, IL
LPL ENTERPRISE, LLC · NORTHBROOK, IL
SHARP CIRCLE CONSULTING, LLC · NORTHBROOK, IL
OSAIC WEALTH, INC. · NORTHBROOK, IL
E. A. HORWITZ LLC · DEERFIELD, IL

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