Robert Thompson Davis

Employer firm

Advocacy Wealth Management, LLC CRD 141943

$3.24B regulatory AUM 5 advisory clients

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 12/2018
  Advocacy Wealth Management Services
  Atlanta, GA
• 12/2018 → 09/2021
  Armis Advisers Llc
  Hartwell, GA
• 10/2021 → Present
  Advocacy Wealth Management, Llc
  Atlanta, GA

Previous Registrations

• 2019-02-13 → 2021-09-09
  Bison Wealth, Llc
  Atlanta, GA
• 2014-02-03 → 2019-01-22
  Advocacy Wealth Management, Llc
  Birmingham, AL
  Atlanta, GA
  Hartwell, GA
  Atlanta, GA

Other Businesses

Forge Consulting LLC, 11 Depot Street, Hartwell GA 30643, Non-investment related, Insurance agency, Parent company of Advocacy Wealth Management, no direct compensation, Title: Agent, started 10/2021, devote 5-10hrs/month during securities trading hours, Duties: Servicing and Placing insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-03

Other Names

• Rob Thompson Davis
• Robbie Thompson Davis