Annie D Davis

Current Employers

Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2020-03-20
TX	RA	APPROVED	2020-03-20

MD RA
APPROVED

Since 2020-03-20
TX RA
APPROVED

Since 2020-03-20

Branch Locations

Olney, MD • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Washington	DC	09/2002	03/2020
Wells Fargo Advisors Financial Network, Llc	Olney	MD	03/2020	Present

09/2002 → 03/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Washington, DC
03/2020 → Present

Wells Fargo Advisors Financial Network, Llc

Olney, MD

Previous Registrations

2013-05-21 → 2020-03-23

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Washington, DC

Other Businesses

DAVIS WEALTH MANAGEMENT, LLC, INVT RELATED, OLNEY, MD, 20% OWNERSHIP, START DATE 3/20/2020, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE. CO-TRUSTEE FOR THE DAVIS WEALTH MANAGEMENT LLC 401K; INV. RELATED; OLNEY, MD; FINET PRACTICE 401K;START DATE 4/2021.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-05-08

S66 Uniform Combined State Law Examination

2013-05-08

View on SEC IAPD