Inactive

Melinda Kay Davis

Davis Wealth Advisors

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Current Employers

Davis Wealth Advisors

12 Stiles Road Suite 203, Salem, NH 03079 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-06
MA	RA	APPROVED	2021-12-16
NH	RA	APPROVED	2017-04-05

TX RA
APPROVED

Since 2026-07-06
MA RA
APPROVED

Since 2021-12-16
NH RA
APPROVED

Since 2017-04-05

Branch Locations

12 Stiles Road Suite 203, Salem, NH 03079 • United States

Hampstead, NH • 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
Northstar Financial Planning, Inc.	Windham	NH	05/2013	04/2017
Davis Wealth Advisors Llc	Salem	NH	02/2017	Present

05/2013 → 04/2017

Northstar Financial Planning, Inc.

Windham, NH
02/2017 → Present

Davis Wealth Advisors Llc

Salem, NH

Previous Registrations

2013-05-02 → 2017-05-08

Northstar Financial Planning, Llc

Windham, NH
2011-03-10 → 2012-05-07

Pruco Securities, Llc.

Windham, NH
2007-04-02 → 2008-11-17

Morgan Stanley & Co. Llc

Manchester, NH

Nashua, NH
2006-03-23 → 2007-04-02

Morgan Stanley Dw Inc.

Nashua, NH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-02-24

S66 Uniform Combined State Law Examination

2011-02-24

Designations

View on SEC IAPD

Other Firms

SANTANDER SECURITIES LLC

CITIZENS SECURITIES, INC.

LPL FINANCIAL LLC

AMERIPRISE FINANCIAL SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

Melissa J Remillard

Sumeet Malhotra

Randy Edward Ball

Andrew K Morehouse

Other Offices

SANTANDER SECURITIES LLC · Salem, NH

EDWARD JONES · SALEM, NH

CITIZENS SECURITIES, INC. · SALEM, NH

ONESEVEN · Salem, NH

LPL FINANCIAL LLC · SALEM, NH

AMERIPRISE FINANCIAL SERVICES, LLC · Salem, NH

LPL FINANCIAL LLC · SALEM, NH

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SALEM, NH

More in Salem, NH

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