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Jonathan Michael Davis

Fellowship Financial Planning

Spokane, WA

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Current Employers
Fellowship Financial Planning

502 W Riverside Ave, Suite 201, Spokane, WA 99201 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-06-11
WA RA APPROVED 2024-04-03
  • ID RA
    APPROVED
    Since 2024-06-11
  • WA RA
    APPROVED
    Since 2024-04-03

Branch Locations

502 W Riverside Ave, Suite 201, Spokane, WA 99201 • 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
Lpl Financial Llc Spokane WA 02/2013 09/2022
Financial Advocates Investment Management Spokane WA 09/2022 Present
Fellowship Financial Planning, Llc Spokane WA 04/2024 Present
  • 02/2013 → 09/2022
    Lpl Financial Llc
    Spokane, WA
  • 09/2022 → Present
    Financial Advocates Investment Management
    Spokane, WA
  • 04/2024 → Present
    Fellowship Financial Planning, Llc
    Spokane, WA
Previous Registrations
  • 2022-09-12 → 2024-07-01
    Financial Advocates Investment Management
    Spokane, WA
    Olympia, WA
  • 2014-03-03 → 2022-09-13
    Lpl Financial Llc
    Spokane, WA
    Spokane, WA
Other Businesses

09/12/2022; Fellowship Financial Planning - DBA name only for Financial Advocates Investment Management (FAIM)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-02-27
  • S66 Uniform Combined State Law Examination
    2014-02-27
Designations

View on SEC IAPD

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OSAIC ADVISORY SERVICES, LLC
LODESTONE WEALTH MANAGEMENT LLC
SIGNIA CAPITAL MANAGEMENT

Other Investors

TIM J. VORPAHL
CHRISTINE CAROL Corkrum
COLIN LYNN BROOKS
RONALD GENE BENZEL
WILLIAM CLARKE ARNOLD
Jacob Lawrence Hjort
DINA MARIA ARNOLD
DOUGLAS WILLIAM KENOYER

Other Offices

VORPAHL WING ADVISORS, INC. · SPOKANE, WA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SPOKANE, WA
LPL FINANCIAL LLC · SPOKANE, WA
LPL FINANCIAL LLC · SPOKANE, WA
LPL FINANCIAL LLC · Spokane, WA
AMERIPRISE FINANCIAL SERVICES, LLC · Spokane, WA
OSAIC WEALTH, INC. · SPOKANE, WA
OSAIC ADVISORY SERVICES, LLC · Spokane, WA

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