Christen Conring Davis

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

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

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2026-02-24
NC	RA	APPROVED	2023-05-04

Branch Locations

7207 Ibm Drive, Charlotte, NC 28262 • United States

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Savannah	GA	08/2019	09/2022
Bank Of America, Na	22 Bull Street	GA	06/2017	08/2019
University Of Georgia	Athens	GA	08/2013	05/2017
Summit Gymnastics	Savannah	GA	04/2019	09/2019
Ubs Financial Services Inc	Birmingham	MI	10/2022	03/2023
Equitable Advisors, Llc	New York	NY	03/2023	Present
Equitable Advisors, Llc	Charlotte	NC	03/2023	Present

08/2019 → 09/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Savannah, GA
06/2017 → 08/2019

Bank Of America, Na

22 Bull Street, GA
08/2013 → 05/2017

University Of Georgia

Athens, GA
04/2019 → 09/2019

Summit Gymnastics

Savannah, GA
10/2022 → 03/2023

Ubs Financial Services Inc

Birmingham, MI
03/2023 → Present

Equitable Advisors, Llc

New York, NY
03/2023 → Present

Equitable Advisors, Llc

Charlotte, NC

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-08-31