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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-09-06 |
Branch Locations
411 West Russell Road, Sidney, OH 45365 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Davis Tax Llc | Sidney | OH | 07/2021 | Present |
| Auditor Of State | Dayton | OH | 05/2017 | 05/2018 |
| College Student | Sidney | OH | 06/2013 | 05/2017 |
| Shelby County | Sidney | OH | 05/2018 | Present |
| Money Concepts Advisory Services | Palm Beach Gardens | FL | 07/2023 | Present |
(1) Davis Accounting & Tax, LLC. Tax, 10855 Fair Rd, Sidney, OH 45365. accounting. Owner/Partner. Start Date 07/01/2021. 40 Total Hours per month. 10hrs during securities trading hours. (2) Shelby County, 1200 S Children Home Rd., Sidney, OH 45365. Accounting. Non-profit. Employee. Start Date 05/01/2018. 80 Total Hours per month. 80 hrs during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-05 |
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