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3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-03-06 |
| TX | RA | APPROVED | 2015-03-06 |
Branch Locations
3200 N. Central Ave Suite #200, Phoenix, AZ 85012 • United States
2105 South Bascom Avenue, Suite 350, Campbell, CA 95008 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | San Jose | CA | 05/2003 | 10/2017 |
| Pfg Advisors | San Jose | CA | 03/2015 | Present |
| Securities America, Inc. | Campbell | CA | 10/2017 | 06/2024 |
| Osaic Wealth, Inc. | Campbell | CA | 06/2024 | 11/2025 |
| United Planners | Scottsdale | AZ | 11/2025 | Present |
| Curtis D Davis | Campbell | CA | 05/1988 | Present |
1.) PFG ADVISORS - FINANCIAL ADVISOR - REGISTERED INVESTMENT ADVISOR - CAMPBELL, CA - SINCE 05/2013 - INVESTMENT RELATED 2.) DAVIS FINANCIAL MANAGEMENT INC. - PRESIDENT, FOUNDER, FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - CAMPBELL, CA - SINCE 05/1999 - INVESTMENT RELATED 3.) CURTIS D DAVIS - INSURANCE AGENT - NON-VARIABLE INSURANCE - CAMPBELL, CA - SINCE 05/1988 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-22 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-14 |
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