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Joshua David Davis

Cerity Partners LLC

Scottsdale, AZ

New York, NY

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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-04-16
  • AZ RA
    APPROVED
    Since 2026-04-16

Branch Locations

7659 E Pinnacle Peak Road Suite 100, Scottsdale, AZ 85255 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • 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
Taza Llc Gilbert AZ 10/2007 12/2022
Baseline Llc Mesa AZ 04/2020 03/2026
Cerity Partners Llc New York NY 03/2026 Present
  • 10/2007 → 12/2022
    Taza Llc
    Gilbert, AZ
  • 04/2020 → 03/2026
    Baseline Llc
    Mesa, AZ
  • 03/2026 → Present
    Cerity Partners Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-10
S63 Uniform Securities Agent State Law Examination 2008-03-17
  • S65 Uniform Investment Adviser Law Examination
    2026-04-10
  • S63 Uniform Securities Agent State Law Examination
    2008-03-17

View on SEC IAPD

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Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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