Gene Harrel Davis

Current Employers

Employment History

• 11/1999 → Present
  Davis Professional Services
  Alexandria, LA
• 01/2009 → 09/2023
  Sagepoint Financial, Inc
  Baton Rouge, LA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Alexandria, LA

Previous Registrations

• 2005-10-31 → 2023-09-01
  Osaic Services, Inc.
  Alexandria, LA
• 2004-10-26 → 2005-10-31
  Sunamerica Securities, Inc.
  Alexandria, LA

Other Businesses

1. AIGFA CORPORATE RIA, YES NON-INVESTMENT RELATED - 5411 COLISEUM BLVD, SUITE A ALEXANDRIA, LA 71301 - INVESTMENT ADVISORY, IAR SINCE 10/04. 20% OF TIME OFFERING TPMM, MAP AND V2A. 2. DPS - DAVIS PROFESSIONAL SEVICES LLC ALSO KNOWN UNDER TRADE NAME DPS- FINANCIAL RESOURCE AND SOLUTIONS POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1999 ADDRESS: 1795 White Street, Alexandria, LA 71301, Alexandria LA 71301, United States DESCRIPTION: Personal and Business Consultant, Personal and Business Financial Budget Planning, QuickBooks Consultant Trainer For Mirco Businesses, Mirco-enterprise lending product for (small, minority and disadvantage business), Business Plan Preparation. Teacher for adult financial education program FDIC "Money Smart". Tax Prep Assistance. Credit consulting.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-13
• S63 Uniform Securities Agent State Law Examination
  1999-04-05

Other Names

• Gene H (Jr) Davis