Neil Jay Davis

Current Employers

Employment History

• 05/2006 → 02/2025
  Concourse Financial Group Securities Inc
  Birmingham, MI
• 12/2011 → Present
  Dynamic Asset Management Group, Llc
  Birmingham, MI
• 02/2025 → Present
  Cetera Wealth Services, Llc
  Birmingham, MI

Previous Registrations

• 2010-04-13 → 2021-08-19
  Concourse Financial Group Securities, Inc.
  Birmingham, MI
  Birmingham, MI
  Warren, MI
• 2014-06-25 → 2015-10-08
  Dynamic Asset Management Group, Llc
  Birmingham, MI

Other Businesses

DYNAMIC ASSET MANAGEMENT GROUP LLC.; Investment Related; 550 Merrill Street suite 240, Birmingham MI 48009; Financial Services; President/Owner; Start Date:12/2011; 160 hours per month; Fixed insurance product sales and service. Prior entity name was Abaris Asset Management, LLC. >> SUCCESSOR TRUSTEE; Non-Investment Related; Southfield, MI 48034; Trust; Successor Trustee; Start Date 12/2021; No hours per month; No duties at this time - act only in the event of my parent's incapacity or death. >> SOCIOS HOLDINGS; Non-Investment Related; Detroit, MI; Other; Consultant; Start Date 05/2024; 20 hours per month with no hours per month occurring during trading hours; Provide guidance to my brother (the owner of this business) on his business financials in preparation of the pre-listing of his company.

Exams

• S66 Uniform Combined State Law Examination
  2008-04-09
• S63 Uniform Securities Agent State Law Examination
  1987-01-20