Inactive

Robert Mcintire Davis

CRD 6254486

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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

Authority	Category	Status	Date
ME	RA	APPROVED	2018-12-14
NH	RA	APPROVED	2018-12-14

ME RA
APPROVED

Since 2018-12-14
NH RA
APPROVED

Since 2018-12-14

Branch Locations

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

H.M. Payson

One City Center, Ste 211, Portland, ME 04101 • United States

Current Registrations

Authority	Category	Status	Date
ME	RA	APPROVED	2013-10-28

ME RA
APPROVED

Since 2013-10-28

Branch Locations

One City Center, Ste 211, Portland, ME 04101 • 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
Hm Payson & Co	Portland	ME	06/2013	07/2017
R.M. Davis	Portland	ME	07/2017	Present

06/2013 → 07/2017

Hm Payson & Co

Portland, ME
07/2017 → Present

R.M. Davis

Portland, ME

Designations

Certified Financial Planner

View on SEC IAPD

Nearby Firms

PORTLAND FINANCIAL PLANNING GROUP

J.P. MORGAN SECURITIES LLC

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Nearby Investors

BRIAN LUTHER DIETZ

JOHN MARSHALL PIPER

Nearby Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME

J.P. MORGAN SECURITIES LLC · Portland, ME

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