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2400 Market St. Suite 216, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-01-14 |
| MD | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED | 2025-06-16 |
Branch Locations
2400 Market St. Suite 216, Philadelphia, PA 19103 • United States
Bowie, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Moore Colson Cpas And Advisors | Atlanta | GA | 08/2017 | 07/2020 |
| Unemployed | Atlanta | GA | 03/2017 | 08/2017 |
| Deloitte Tax Llp | Atlanta | GA | 07/2014 | 03/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 08/2020 | 10/2022 |
| Northwestern Mutual Investment Services Llc | Washington | DC | 08/2020 | 10/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2021 | 10/2022 |
| Zenith Solutions, Inc. | Philadelphia | PA | 11/2022 | Present |
Owner of Davis Financial LLC, a non-investment related business that prepares tax returns for its clients. Ms Davis spends approximately 10 hours per month on this business, none of which are during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-28 |
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