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Timothy Wayne Davis

Netadvizor Wealth LLC

Jenks, OK

Virginia Beach, VA

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Current Employers
Netadvizor Wealth Llc

Jenks, OK • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2022-08-19
  • VA RA
    APPROVED
    Since 2022-08-19

Branch Locations

Jenks, OK • United States

283 Constitution Dr One Columbus Center, Ste 600, Virginia Beach, VA 23462 • 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
OrganizationCityStateFromTo
Practice Promotions Llc Virginia Beach VA 06/2016 09/2016
Ameriprise Financial Raleigh NC 10/2016 08/2017
Ameriprise Financial Services, Inc. Virginia Beach VA 08/2017 05/2020
Lpl Financial Virginia Beach VA 05/2020 12/2021
Ritter, Virok, Lambert & Associates Virginia Beach VA 09/2017 05/2020
Netadvizor Wealth Llc Tulsa OK 01/2022 Present
  • 06/2016 → 09/2016
    Practice Promotions Llc
    Virginia Beach, VA
  • 10/2016 → 08/2017
    Ameriprise Financial
    Raleigh, NC
  • 08/2017 → 05/2020
    Ameriprise Financial Services, Inc.
    Virginia Beach, VA
  • 05/2020 → 12/2021
    Lpl Financial
    Virginia Beach, VA
  • 09/2017 → 05/2020
    Ritter, Virok, Lambert & Associates
    Virginia Beach, VA
  • 01/2022 → Present
    Tulsa, OK
Previous Registrations
Other Businesses

1) 6/10/2021 - Accounting for Construction - Not Investment Related - PO Box 471291, Tulsa, OK 74147 - Outside/W-2 Employment - Sales & Marketing Director - Start Date: 06/14/2021 - 100 Hours Per Month/40 Hours During Securities Trading - Directly in charge of sales and marketing, specifically generating new business and creating sales processes that are scalable. Help run a firm that does bookkeeping and accounting for small businesses. I also do consulting regarding operations and coaching. 2) NetAdvizor Shield LLC; Insurance Agent; Not Investment Related; 283 Constitution Dr Ste 683 Virginia Beach VA 23462; Description: Runs all business from our accounting wing and our RIA into; 2025-07-01; 0 Hours per month devoted to business during trading hours; 10 Hours per month devoted to business outside trading hours; 15 Percent of total yearly compensation expected to be derived from the business; Website address for the organization: www.nazshield.com.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-24
S63 Uniform Securities Agent State Law Examination 2018-06-02
  • S65 Uniform Investment Adviser Law Examination
    2018-07-24
  • S63 Uniform Securities Agent State Law Examination
    2018-06-02

View on SEC IAPD

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