Logan P Davies

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 12/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clinton Township, MI
• 03/2018 → 09/2020
  Jm Outreach Solutions
  Sterling Heights, MI
• 09/2020 → 12/2022
  United Wholesale Mortgage
  Pontiac, MI
• 03/2015 → 12/2017
  Lh Thomson Inc
  Macon, GA
• 01/2013 → 12/2017
  Unemployed / Full Time Student
  Macon, GA
• 01/2015 → 12/2017
  Middle Georgia State University
  Macon, GA
• 04/2023 → Present
  Bank Of America, N.A.
  Clinton Township, MI

Exams

• S66 Uniform Combined State Law Examination
  2023-05-04