Samuel Davis is a registered investment advisor, based in Kansas City, MO, with 21 years of industry experience.
Location
4400 Main St, Kansas City, MO, 64111
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Regulatory History
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 →Other Business Activities
Samuel is the owner and designer for Truth Lighthouse, providing web design services for churches and ministries since 2016. This non-investment related activity takes a few hours per week, and none during securities trading hours.
Employment History
Current Registrations
American Century Investments Private Client Group, INC.
American Century Investment Services INC.Broker
American Century Investment Services INC.
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Scottrade Investment Management
Scottrade, INC.Broker
Citigroup Global Markets INC.Broker
TD Ameritrade, INC.Broker
Ameritrade, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Empire Financial Group, INC.Broker
State Registrations51 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.