Devin Dawayne Davis

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2026-08-28

Branch Locations

8440 W 135Th St , Overland Park, KS 66223 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Overland Park	KS	06/2026	Present
Bank Of America	Wichita	KS	12/2023	06/2026
Best Buy	Wichita	KS	04/2022	12/2023
The Independent School	Wichita	KS	10/2021	03/2022
Best Buy	Wichita	KS	10/2020	09/2021
Target	Wichita	KS	10/2019	09/2020
Bricktown Brewery	Wichita	KS	05/2019	09/2019
Bricktown Brewery	Wichita	KS	04/2017	04/2018
Colby College	Waterville	ME	05/2018	05/2019
Warren Theatres	Wichita	KS	08/2016	10/2016
Wichita Heights High School	Wichita	KS	06/2016	05/2018
Bank Of America, N.A	Overland Park	KS	07/2026	Present

06/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Overland Park, KS
12/2023 → 06/2026

Bank Of America

Wichita, KS
04/2022 → 12/2023

Best Buy

Wichita, KS
10/2021 → 03/2022

The Independent School

Wichita, KS
10/2020 → 09/2021

Best Buy

Wichita, KS
10/2019 → 09/2020

Target

Wichita, KS
05/2019 → 09/2019

Bricktown Brewery

Wichita, KS
04/2017 → 04/2018

Bricktown Brewery

Wichita, KS
05/2018 → 05/2019

Colby College

Waterville, ME
08/2016 → 10/2016

Warren Theatres

Wichita, KS
06/2016 → 05/2018

Wichita Heights High School

Wichita, KS
07/2026 → Present

Bank Of America, N.A

Overland Park, KS

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-08-28