William F Davis

Current Employers

Employment History

• 09/2000 → 11/2016
  Temple University
  Philadelphia, PA
• 05/2016 → 11/2016
  Prism Advisory Group Llc
  Newtown, PA
• 12/2016 → 05/2023
  Ameriprise Financial Services, Inc.
  Yardley, PA
• 07/2023 → Present
  Vericrest Private Wealth Llc
  Newtown, PA

Previous Registrations

• 2016-12-09 → 2023-05-02
  Ameriprise Financial Services, Llc
  Yardley, PA
  Langhorne, PA
• 2016-06-16 → 2016-10-19
  Prism Advisory Group, Llc
  Newtown, PA
• 2012-07-24 → 2016-05-19
  Apex Financial Advisors, Inc
  Yardley, PA

Other Businesses

Board of Directors; Lower Bucks County Chamber of Commerce; Executive Board Member; Fairless Hills, PA 19030; Not Investment Related; February 2020; 1-9 hours per month; 1-9 during trading hours. Other Business Activities; performing musician; performing musician; Not Investment Related; October 2018; 1-9 hours per month; 0 during trading hours/ Going Beyond Assistance Fund; nonprofit; Board of Directors; PA 19020; Not Investment Related; January 2019; 1-9 hours per month; 0 during trading hours/ adjunct instructor; teaching class in financial planning; adjunct instructor; Not Investment Related; February 2019; 1-9 hours per month; 1-9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-03-16
• S66 Uniform Combined State Law Examination
  2012-03-24

Designations

Other Names

• William F Davis
• William Davis
• William Frederick Davis