Samuel Ray Davis

Current Employers

Employment History

• 01/1990 → 09/2025
  Avantax Investment Services, Inc.
  Hohenwald, TN
• 06/1990 → 09/2025
  Avantax Advisory Services
  Hohenwald, TN
• 01/2019 → 02/2019
  Avenir Opportunity Fund, Llc
  Hohenwald, TN
• 06/1989 → 09/2025
  Avantax Insurance Agency, Llc
  Hohenwald, TN
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Hohenwald, TN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2004-04-05 → 2025-09-05
  Avantax Advisory Services
  Nashville, TN

Other Businesses

1) A D & G Development Group, Inc 125 Web Ave~Hohenwald~TN~38462~Other~Owner/Sole Proprietor~10/1/2011~5hrs~5hrs~CFO/Accounting. 2) WORLDWIDE CYBERSECURITY SERVICES POSITION: Partner NATURE: The activities being proposed is to provide IT cyber security support, monitoring and corrective action if needed to business clients that desire to outsource the protection of company computers and networks that interface over the internet. INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 12/15/2022 ADDRESS: 125 Webb Ave, Ste 102, Hohenwald TN 38462, United States DESCRIPTION: My role in the partnership is to provide administrative and accounting support and manage the accounts payable and the accounts receivable. Also required will be to maintain the cash management functions. 3) Hohenwald Arts Council 100 E Main Street~Hohenwald~TN~38462~Nonprofit~Director/Officer~1/1/2009~2hrs~2hrs~Treasurer, Fundraising Committee. 4) Lewis County Museum Board 100 E Main St~Hohenwald~TN~38462~Nonprofit~President~1/1/2009~1hrs~1hrs~Preside over Quarterly Board Meetings. 5) S.R. Davis and Associates 125 Webb Ave, Suite 102~Hohenwald~TN~38462~Other~Owner/Sole Proprietor~3/1/2004~5hrs~0hrs~Business consultant & home energy savings products sales and services. 6) Venture Financial Group~'NIR'~125 Webb Ave, Suite 102~Hohenwald~TN~38462~Independent Insurance Agent~Owner/Sole Proprietor~9/1/2000~1hrs~0hrs~Sell and service life insurance and health insurance to business and individual clients. 7) Venture Financial Group/Owner~'NIR'~125 Web Avenue, Suite 125~Hohenwald~TN~38462~Tax Preparation/Accounting~Tax Preparation/Accounting~7/1/1998~40hrs~10hrs~Supervise staff, bookkeeping and tax services. 8) VENTURE FINANCIAL GROUP; Owner: As one of the services occasionally provided through my Accounting firm, I pay the household bills for one of my Accounting and tax clients with a separate non-investment bank account designated solely for that purpose. INVESTMENT RELATED: Yes; 2hrs; 2hrs; Started 04/02/2001; 125 Webb Ave, Ste 102, Hohenwald TN 38462, US; We receive personal bills for the client and make the payments for them each month. 9) VENTURE FINANCIAL GROUP/DBA NEWDAY ADVISORY POSITION: Sole Member NATURE: Tax Preparation for personal and business returns, bookkeeping and accounting services, and CFO small business advisory services. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 07/01/1998 ADDRESS: 125 Web Avenue, Suite 125, Hohenwald TN 38462, United States DESCRIPTION: Supervise staff, bookkeeping and tax services as well as consulting with small business clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-03-19