Lurie Davis

Current Employers

Employment History

• 06/2005 → Present
  Waddell & Reed, Inc.
  Waltham, MA
• 10/2003 → Present
  Lurie Davis
  Lynn, MA
• 10/2006 → Present
  Lurie Davis Wealth Managment
  Lynn, MA

Other Businesses

10/2003 TO PRESENT, LURIE DAVIS (DAVIS ESTATES CONDOMINIUM ASSOCIATION) LYNN, MA, NOT INVESTMENT RELATED, HOLDING MEETINGS WITH UNIT OWNERS, HIRING MAINTENANCE PEOPLE TO FIX PROBLEMS, KEEPING FINANCIAL RECORDS, ADDRESSING ANY ISSUES OR PROBLEMS UNIT OWNERS MIGHT HAVE, ADDRESS ANY LEGAL ISSUE ON BEHALF OF THE CONDO ASSOCIATION, SELF-EMPLOYED, MANAGING CONDOMINIUMS, PRESIDENT, 12 HRS PER MONTH, 0 HRS DURING SECURITIES TRADING HRS. TRUSTEE, PRISCILLA DAVIS TRUST, 5 HRS PER MONTH, SCHEDULE MAINTENANCE OF UNIT, KEEPING FINANCIAL RECORDS, ADDRESS ANY LEGAL ISSUES, O HRS DURING SECURITIES TRADING HRS. BOARD MEMBER/TREASURER, THEY MADE IT...SO CAN I, INC. A 5TH GRADE SPEAKERS SERIES, BOSTON PUBLICS SCHOOS, 5 - 10 HRS PER MONTH, KEEPING FINANCIAL RECORDS, O HRS DURING SECURITIES TRADING HRS. 10/2021- PRESENT, BECMA MEMBER, (BLACK ECONOMIC COUNCIL OF MASSACHUSETTS), BOSTON, MA, ORGANIZATION THAT BUILDS BLACK WEALTH, SUPPORTING AND EMPOWERING BUSINESSES, O HRS DURING SECURITIES HOURS 12/2025 TO PRESENT, BOARD MEMBER OF LENA PARK COMMUNITY DEVELOPMENT CORPORATION, BOSTON, MA, ORGANIZATION THAT PROVIDES AFFORDABLE HOUSING AND YOUTH DEVELOPMENT. LENA PARK CDC HAS POSITIVELY IMPACTED THE LIVES OF THOUSANDS OF CHILDREN, UYOUTH, AND FAMILIES. O HRS DURING SECURITIES HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-02
• S63 Uniform Securities Agent State Law Examination
  1997-08-26

Other Names

• Lurie Louis Davis