Helen Julia Davis

Employer firm

Lifemark Securities Corp. CRD 16204

$425M regulatory AUM 380 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/1981 → Present
  Davis Financial Management Group
  Dublin, OH
• 04/2002 → Present
  Hero Marketing Group
  Dublin, OH
• 01/2006 → Present
  Senior Tax Strategies Of Ohio
  Dublin, OH
• 10/2008 → 10/2018
  Foresters Equity Services, Inc
  San Diego, CA
• 10/2018 → Present
  Lifemark Securities Corp.
  Rochester, NY
• 01/2008 → Present
  Grandma Davis Llc
  Dublin, OH
• 12/2016 → Present
  Medi-Share
  Melbourne, FL
• 09/2008 → Present
  Legalshield Inc
  Ada, OK

Previous Registrations

• 2008-10-15 → 2018-11-08
  Foresters Equity Services, Inc.
  Dublin, OH
  Hilliard, OH
  Hilliard, OH
  Moon Township, PA
  Hilliard, OH
  Concord, OH
• 2002-05-22 → 2008-10-15
  Transamerica Financial Advisors, Llc
  Carmel, IN
  Dublin, OH

Other Businesses

DBA OF DAVIS FINANCIAL MANAGEMENT GROUP USED FOR SECURITIES BUSINESS ALSO. 1. DAVIS FINANCIAL MGMT GROUP dba / INVESTMENT RELATED / 5650 BLAZER PARKWAY, DUBLIN, OH 43017 / INDEPENDENT INSURANCE AGENT / Began 11/2000 / 40 HOURS/MONTH / SALES AND SERVICE OF LIFE, HEALTH, ACCIDENT, LEGAL AND IDENTITY THEFT PROTECTION INSURANCE. 2. HERO MKTING GR, NON-INVST RELATED, 5650 BLAZER PARKWAY, DUBLIN, OH 43017. OWNER SINCE 4/02. 40 HRS/MO. Consulting for Marketing and Promotion. 4. SENIOR TAX STRATEGIES OF OHIO, NON-INVST RELATED, 5650 Blazer Parkway, DUBLIN, OHIO. 1/2006, OWNER, TAX PREPARATION, 16 HRS/MO, 12.8 TRADE HRS. 5. GRANDMA DAVIS LLC NON-INVST RELATED 5650 BLAZER PARKWAY, DUBLIN, OH 43017 OWNER/CHILDRENS BOOK AUTHOR STARTED 2008 2 HOURS PER WEEK 5. HELEN DAVIS FOUNDATION NON-INVST RELATED 5650 BLAZER PARKWAY, DUBLIN, OH 43017BOARD MEMBER OF NON-PROFIT STARTED 01/2009 2 HOURS PER WEEK CHARITY 6.LEGAL SHIELD, not investment related, PREPAID LEGAL ATTORNEY SERVICES/ ID THEFT COVERAGE - SALES ASSOCIATE, STARTED 09/2008 5 HRS/MONTH. 9. MARIA TIBERI FOUNDATION; PO BOX 4225 DUBLIN, OH 43017; Treasurer, BOARD MEMBER; NON-INVST RELATED; 2 HOURS PER WEEK; START DATE: 6/2015; TREASURER DUTIES, WRITE CHECKS, FILE TAX RETURNS, non profit CHARITY. 10. MEDI-SHARE-Christian Care Ministry, 4150 W Eau Gallie Blvd, Melbourne, FL 32934, AGENT, NON-INVST RELATED; 2 HOURS PER WEEK; START DATE: 12/2016; AGENT; HEALTH INSURANCE ALTERNATIVE

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-07-27

Designations

• Certified Financial Planner

Other Names

• Helen Julia Davis
• Helen Julia Berning