Lavaisha Davis

Employer firm

Ell Wess Advisors CRD 330466

$5.91M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

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

Current Employers

Employment History

• 06/2015 → 11/2016
  Suburau Of Dayton
  Dayton, OH
• 01/2017 → 05/2022
  Self Emplolyed
  Dayton, OH
• 05/2022 → 07/2023
  Compass Retirement Group
  St Louis, MO
• 04/2024 → Present
  Ell Wess Advisors
  Atlanta, GA
• 01/2017 → Present
  Ell Wess Financial Services
  Dayton, OH
• 10/2016 → 01/2017
  Suburu Of Dayton
  Miamisburg, OH
• 03/2014 → 10/2016
  Total Homecare Solutions
  Kettering, OH

Previous Registrations

• 2022-05-19 → 2023-07-21
  Compass Wealth
  St. Louis, MO

Other Businesses

Independent insurance agent receiving commissions from policy sales.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-25

Other Names

• Lavaisha Davis