Gary Paul Davis

Employer firm

Columbia Benefits, LLC CRD 132261

$116M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting

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

Current Employers

Columbia Benefits, Llc

1720 S. Bellaire Street Suite 410, Denver, CO 80222 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APP_PEND_IARCE	2026-01-01
NV	RA	APP_PEND_IARCE	2026-01-01
WY	RA	APPROVED	2017-11-28
TX	RA	APPROVED_RES	2017-04-24

CO RA
APP_PEND_IARCE

Since 2026-01-01
NV RA
APP_PEND_IARCE

Since 2026-01-01
WY RA
APPROVED

Since 2017-11-28
TX RA
APPROVED_RES

Since 2017-04-24

Branch Locations

7200 S. Alton Way Suite B-210, Centennial, CO 80112 • 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

Organization	City	State	From	To
Brookstreet Securities	Irvine	CA	06/2004	Present
Columbia Benefits, Llc	Centennial	CO	03/2002	Present

06/2004 → Present

Brookstreet Securities

Irvine, CA
03/2002 → Present

Columbia Benefits, Llc

Centennial, CO

Previous Registrations

2004-10-06 → 2007-07-12

Brookstreet Securities Corporation

Centennial, CO

Other Businesses

OWNER/MANAGER OF COLUMBIA BENEFITS LLC, COLUMBIA BENEFITS LLC PROVIDES RETIREMENT PLAN CONSULTING AND THIRD PARTY ADMINISTRATION SERVICES AND SELLS INSURANCE PRODUCTS. COLUMBIA BENEFITS IS A SINGLE MEMBER LLC UNDER COLORADO LAWS, COLUMBIA BENEFITS STARTED IN 1994 AND IN FEBRUARY 2002 BECAME A LLC, 30% OF THE TIME IS DEVOTED TO COLUMBIA BENEFITS LLC.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1997-06-24

S63 Uniform Securities Agent State Law Examination

1997-06-24

Designations

Chartered Financial Consultant

View on SEC IAPD