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Andrew Mead Davis

Seamless Financial Planning

Littleton, CO

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Current Employers
Seamless Financial Planning

Littleton, CO • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-02-18
  • CO RA
    APPROVED
    Since 2025-02-18

Branch Locations

Littleton, CO • 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
Seamless Financial Planning, Llc West Hollywood CA 10/2015 08/2017
Seamless Financial Planning, Llc Littleton CO 08/2017 Present
The Prestige Journal, Llc Tucson AZ 10/2018 06/2023
The Baldwin Group, Llc Nashville TN 01/2023 01/2026
  • 10/2015 → 08/2017
    Seamless Financial Planning, Llc
    West Hollywood, CA
  • 08/2017 → Present
    Seamless Financial Planning, Llc
    Littleton, CO
  • 10/2018 → 06/2023
    The Prestige Journal, Llc
    Tucson, AZ
  • 01/2023 → 01/2026
    The Baldwin Group, Llc
    Nashville, TN
Previous Registrations
  • 2015-01-26 → 2015-10-12
    Edelman Financial Services, Llc
    Century City, CA
    Fairfax, VA
  • 2013-09-30 → 2015-01-22
    Navalign, Llc
    Encino, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-04-25
S65 Uniform Investment Adviser Law Examination 2013-09-26
  • S63 Uniform Securities Agent State Law Examination
    2015-04-25
  • S65 Uniform Investment Adviser Law Examination
    2013-09-26
Designations

View on SEC IAPD

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