George Davis

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2024 → 02/2026
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2025 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2022 → Present
  On The Rise Artisan Breads
  Cleveland Heights, OH
• 09/2021 → 12/2021
  Leo Pullella Dds
  Beachwood, OH
• 12/2021 → 02/2023
  Beachwood Family Dental
  Beachwood, OH
• 06/2017 → 08/2019
  Cleveland Coffee Company
  Cleveland, OH
• 01/2018 → 05/2020
  Bowling Green State University
  Bowling Green, OH
• 05/2020 → 12/2020
  Unemployed
  Bowling Green, OH
• 04/2023 → Present
  Phase 2 Planners
  Rocky River, OH
• 08/2017 → 08/2021
  Bowling Green State University
  Bowling Green, OH
• 08/2021 → 12/2021
  Student
  Cleveland, OH
• 03/2015 → 08/2017
  High School Student
  Cleveland Heights, OH
• 02/2026 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 05/2025 → Present
  Nettworth Financial Group
  Rocky River, OH

Other Businesses

1. ON THE RISE ARTISAN BREADS, 3471 Fairmount Blvd, Cleveland Heights OH 44118, United States, 07/2022, W2 EMPLOYEE, NIR, 16 HR/MO - 0 HR/MO TRADING. 2. CIRA, 1776 Pleasant Plain Road, Fairfield IA 52556, 02/20/2026, Investment Advisor Representative, CIRA Affiliation, INV REL, 160 HR/MO - 120 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2025-10-01