Joel Matthew Davis

Current Employers

Employment History

• 11/2016 → 10/2019
  Wells Fargo Clearing Services, Llc
  Cherry Hill, NJ
• 10/2019 → 10/2023
  Main Street Financial Life Advisors, Llc
  Moorestown, NJ
• 03/2016 → 11/2016
  Wells Fargo Advisors Llc
  Cherry Hill, NJ
• 03/2016 → 10/2019
  Wells Fargo Bank Na
  Cherry Hill, NJ
• 02/2021 → 10/2023
  Cwm, Llc
  Omaha, NE
• 10/2023 → Present
  Hightower Advisors
  Chicago, IL

Previous Registrations

• 2023-01-20 → 2023-10-30
  Main Street Financial Life Advisors, Llc
  Moorestown, NJ
• 2021-02-01 → 2023-10-17
  Cwm, Llc
  Moorestown, NJ
  Omaha, NE
• 2022-01-19 → 2022-12-31
  Main Street Financial Life Advisors, Llc
  Moorestown, NJ
• 2020-01-27 → 2021-12-31
  Main Street Financial Life Advisors, Llc
  Moorestown, NJ

Other Businesses

NAME OF OTHER BUSINESS: INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 10/17/2019 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES NAME OF OTHER BUSINESS: Roman & Kulpa, LLC INVESTMENT RELATED: No ADDRESS: N/A NATURE OF BUSINESS: Tax advising, planning and preparation. START DATE: 10/17/2019 POSITION/TITLE/RELATIONSHIP: Financial Planning Specialist APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: Looped in to tax client situations to collaborate on tax planning matters. Tax preparation at height of tax season when needed.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-06
• S63 Uniform Securities Agent State Law Examination
  2014-08-13

Designations