Bernard Davis is a registered investment advisor, based in Denver, CO, with 32 years of industry experience.
Location
Denver, CO
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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.
Learn about disclosures →Employment History
Current Registrations
Empower Financial Services, INC.
January 2026 - Present · 4 mos
Empower Advisory Group, LLC
January 2026 - Present · 4 mos
Empower Financial Services, INC.Broker
January 2026 - Present · 4 mos
Previous Registrations
Advice and Planning Services
August 2006 - December 2025 · 19 yrs 4 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
June 2006 - December 2025 · 19 yrs 6 mos
Charles Schwab & CO., INC.Broker
July 1995 - May 2006 · 10 yrs 10 mos
Fidelity Brokerage Services, INC.Broker
June 1993 - July 1995 · 2 yrs 1 mo
State Registrations46 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.