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Jerry James Davis

Rain Or Shine Planning, LLC

Portland, OR

Boring, OR

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Current Employers
Rain Or Shine Planning, Llc

Portland, OR • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-04-05
OR RA APPROVED 2024-02-12
  • WA RA
    APPROVED
    Since 2024-04-05
  • OR RA
    APPROVED
    Since 2024-02-12

Branch Locations

Portland, OR • United States

Boring, OR • 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
Jerry J Davis Cpa Pc Boring OR 01/1989 Present
Davis & Graves, Llp Gresham OR 01/2024 Present
Rain Or Shine Planning, Llc Portland OR 01/2024 Present
Davis & Graves, Llp Gresham OR 07/2010 12/2023
  • 01/1989 → Present
    Jerry J Davis Cpa Pc
    Boring, OR
  • 01/2024 → Present
    Davis & Graves, Llp
    Gresham, OR
  • 01/2024 → Present
    Rain Or Shine Planning, Llc
    Portland, OR
  • 07/2010 → 12/2023
    Davis & Graves, Llp
    Gresham, OR
Previous Registrations
  • 2009-10-08 → 2023-12-31
    Jerry J Davis Cpa Pc
    Boring, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-09-11
  • S65 Uniform Investment Adviser Law Examination
    2009-09-11
Designations

View on SEC IAPD

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