Joseph Leonardo Davis

Current Employers

Employment History

• 05/1984 → 01/2020
  Davis Advisory Services, Inc
  Washington, DC
• 11/1994 → 01/2020
  H. Beck, Inc.
  Washington, DC
• 01/2020 → 03/2025
  The Investment Center Inc
  Washington, DC
• 01/2020 → 03/2025
  Ic Advisory Services Inc
  Washington, DC
• 03/2025 → Present
  Lpl Financial Llc
  Washington, DC

Previous Registrations

• 2020-02-06 → 2025-03-06
  Ic Advisory Services, Inc.
  Washington, DC
  Bedminster, NJ
• 2002-01-01 → 2020-01-31
  Grove Point Investments, Llc
  Washington, DC
  Alexandria, VA

Other Businesses

1- 03/06/2025 - The Living Capital Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/01/2020 - 10 hours per month/ 5 hours during trading 2- 03/06/2025 - The Michael E. Purcell Family Trust - Act in a Fiduciary Capacity - Investment Related - None - Start Date:06/05/1992 - 160 Hrs/Mth - 8 Hrs During Trading. 3- 03/06/2025- DAVIS PLANNING ASSOCIATES- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/11/1999- 160 Hours Per Month- 160 Hours During Trading 4- 03/06/2025- The Living Capital Group- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 01/11/1999- 160 Hours Per Month- 160 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-02-07
• S63 Uniform Securities Agent State Law Examination
  1984-11-26

Designations

Other Names

• Joseph L Davis