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Gregory Ezra Cox

R M Davis Inc

Portland, ME

CRD 5840623

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Employer firm

R M Davis Inc CRD 105448

$8.15B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
R M Davis Inc

24 City Center, Portland, ME 04101-4069 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2025-06-24
NH RA APPROVED 2025-05-23
  • ME RA
    APPROVED
    Since 2025-06-24
  • NH RA
    APPROVED
    Since 2025-05-23

Branch Locations

24 City Center, Portland, ME 04101-4069 • 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
R.M. Davis, Inc. Portland ME 04/2021 03/2024
R.M. Davis, Inc. Portland ME 03/2024 Present
Key Bank Portland ME 06/2010 11/2020
N/A Portland ME 12/2020 03/2021
  • 04/2021 → 03/2024
    R.M. Davis, Inc.
    Portland, ME
  • 03/2024 → Present
    R.M. Davis, Inc.
    Portland, ME
  • 06/2010 → 11/2020
    Key Bank
    Portland, ME
  • 12/2020 → 03/2021
    N/A
    Portland, ME
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

PORTLAND FINANCIAL PLANNING GROUP
J.P. MORGAN SECURITIES LLC
GREAT DIAMOND PARTNERS, LLC

Nearby Investors

BRIAN LUTHER DIETZ
William Emmet
JOHN MARSHALL PIPER

Nearby Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME

More in Portland, ME

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