Terrance Davis is a PFS-designated registered investment advisor, based in St. Louis, MO, with 6 years of industry experience.
Location
8460 Watson Road, Suite 225, St. Louis, MO, 63119
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Terrance engages in tax preparation services under the same name and address as his advisory business, primarily during tax season. The filing does not specify the time commitment.
Employment History
Previous Registrations
Terrance P Davis Cpa/pfs
August 2019 - December 2025 · 6 yrs 4 mos
State Registrations1 state
MO
Advisor
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Exams
No exam information available for this advisor.