Andrew Davis

Current Employers

Employment History

• 08/2016 → 12/2016
  Purshe Kaplan Sterling Investments, Inc.
  Woodland Hills, CA
• 07/2016 → 07/2018
  Steel Peak Wealth Management, Llc
  Woodland Hills, CA
• 07/2018 → 06/2022
  Wealthsource Partners, Llc
  Thousand Oaks, CA
• 07/2022 → 09/2024
  Wealthsource Partners, Llc
  Franklin, TN
• 01/2024 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2018-07-16 → 2024-10-26
  Wealthsource®
  Thousand Oaks, CA
  Eagle, ID
  Thousand Oaks, CA
  Franklin, TN
• 2016-07-07 → 2018-08-01
  Steelpeak Wealth, Llc
  Los Angeles, CA
• 2015-03-11 → 2016-08-09
  The Phillips Group Advisors
  Woodland Hills, CA

Other Businesses

1.) WEALTHSOURCE INSURANCE SOLUTIONS LLC; INVESTMENT-RELATED BUSINESS; 735 TANK FARM ROAD, SUITE 240, SAN LUIS OBISPO, CA 93401; INSURANCE SALES; INSURANCE PRODUCER; MARCH 24, 2023 START DATE; 4 HOURS/MONTH DEVOTED; 4 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; INSURANCE SALES DUTIES. ___|___ 2.) FINANCE COUNCIL OF ST. JULIE BILLIART CATHOLIC CHURCH; NOT INVESTMENT RELATED; 2475 Borchard Rd, Newbury Park, CA 91320; Council Member; 1/1/2018; 1 HOUR/MONTH DEVOTED; 0 HOURS DEVOTED DURING SECURITIES TRADING HOURS; REVIEW CHURCH REVENUES VERSUS EXPENSES, APPROVE CAPITAL PROJECTS IF FUNDING IS AVAILABLE. ___|___ 3.) BOARD OF DIRECTORS FOR YOUNG INVESTORS SOCIETY; NOT INVESTMENT RELATED; 31248 Oak Crest Dr. Suite 100, Westlake Village, CA. 91361; 501(C)3 NON-PROFIT ORGANIZATION; CONSULTANT; 1/1/2015; 1 HOUR/MONTH DEVOTED; 0 HOURS DEVOTED DURING SECURITIES TRADING HOURS; BOARD MEMBERS ROTATE COMMITTEE ASSIGNMENTS, CURRENTLY TAKING A YEAR OFF FROM ANY BOARD ASSIGNMENTS AND CONSULTING AS NEEDED. ___|___ 4.) ST. PHILIP CATHOLIC CHURCH; NOT INVESTMENT-RELATED; REMOTE POSITION; VOLUNTEER HAITI MISSION; 3/10/2025; 1 HOUR PER MONTH DEVOTED; 0 HOURS DEVOTED DURING SECURITIES TRADING HOURS; ST. PHILIP CATHOLIC CHURCH IS WORKING TO PROVIDE FOOD TO CHILDREN IN HAITI AS A PART OF A MISSION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-11
• S63 Uniform Securities Agent State Law Examination
  2010-08-21

Other Names

• Andy Davis