Jennifer Davis is a registered investment advisor, based in Rock Hill, SC, with 20 years of industry experience.
Location
Rock Hill, SC
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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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Jennifer takes surveys through independent survey channels, works as a pet sitter, and designs templates for Etsy. These activities are not investment-related and take a few hours per week each.
Employment History
Current Registrations
Truist Investment Services, INC.
January 2022 - Present · 4 yrs 4 mos
Truist Advisory Services, INC.
January 2022 - Present · 4 yrs 4 mos
Truist Investment Services, INC.Broker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Independent Advisor Alliance, LLC
August 2018 - January 2022 · 3 yrs 5 mos
LPL Financial LLCBroker
April 2018 - March 2022 · 3 yrs 11 mos
LPL Financial LLC
April 2018 - August 2018 · 4 mos
LPL Financial LLC
April 2010 - February 2018 · 7 yrs 10 mos
LPL Financial LLCBroker
April 2010 - February 2018 · 7 yrs 10 mos
Uvest Financial Services Group, INC.Broker
October 2007 - April 2012 · 4 yrs 6 mos
Uvest Financial Services Group, INC.
October 2007 - December 2011 · 4 yrs 2 mos
Colonial Brokerage, INC.Broker
June 2007 - October 2007 · 4 mos
Colonial Asset Management INC
June 2007 - October 2007 · 4 mos
Uvest Financial Services Group, INC.
September 2006 - June 2007 · 9 mos
Uvest Financial Services Group, INC.Broker
September 2006 - June 2007 · 9 mos
Ameriprise Financial Services, INC.
September 2005 - August 2006 · 11 mos
Ameriprise Financial Services, INC.Broker
September 2005 - August 2006 · 11 mos
Ids Life Insurance CompanyBroker
September 2005 - July 2006 · 10 mos
State Registrations2 states
NCSC
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.