Michele Carol Davis

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 01/2008 → 01/2021
  Keller Williams Realty
  Apollo Beach, FL
• 01/2012 → 05/2019
  Ameriprise Financial Services, Inc.
  Sun City, FL
• 09/2019 → Present
  Lpl Financial Llc
  Sun City Center, FL

Previous Registrations

• 2013-04-03 → 2019-05-28
  Ameriprise Financial Services, Llc
  Sun City Center, FL
• 2009-07-02 → 2010-01-07
  Raymond James Financial Services Advisors, Inc
  St. Petersburg, FL

Other Businesses

1) 9/16/19- Good Life Financial Advisors of Tampa Bay- DBA for LPL Business (entity for LPL business)- Inv. Related- Sun City Center, FL - 100% 2) 9/16/19- Real Estate Rental - Owner- Apolloi Beach, FL - start date 9/2019 - 1hrs/mth-1% 3)9/16/19- Real Estate Licensed Agent- Mortgage/Real Estate Services - Non-inv. Related- Apollo Beach, FL - start date 1/31/2012- 1% 4) 4/8/2020 - Exuma Wealth Management, LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Sole Owner/Manager - Started 02/13/2020 - 2 Hours Per Month During Securities Trading. 5) 9/10/2021 - No Business Name - At Reported Business Location(s) - Other-Notary Public - Start Date: 09/16/2019 - 1 Hour Per Month/1 Hour During Securities Trading - Notary Public. 6) 9/21/2021 - MRW Financial Brokerage - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 06/26/2020 - 5 Hours Per Month During Securities Trading - Fixed annuities, Term Insurance and Long Term Care. 7) 10/11/2022 - Michele Davis LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date - 07/18/2022 - 1 Hours Per Month/0 Hours During Securities Trading 8) 12/01/2025 - 27 North Realty LL - Mortgage/Real Estate Services - Realtor - Investment Related - Apollo Beach, FL - Start Date 01/21/2021 - 20 hours per month/ 5 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2012-11-01
• S63 Uniform Securities Agent State Law Examination
  1988-11-01

Other Names

• Michele Davis
• Michele Carol Mccabe
• Michelle Carol Mccabe
• Michele Carol Mccabe