Robert Davis is a registered investment advisor, based in Philadelphia, PA, with 17 years of industry experience.
Location
50 S 16th St, Suite 1700, Philadelphia, PA, 19102
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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
Independent Financial Partners
October 2024 - Present · 1 yr 7 mos
Ifp Securities, LLC
October 2024 - Present · 1 yr 7 mos
Ifp Securities, LLCBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Realta Investment Advisors, INC
January 2011 - October 2024 · 13 yrs 9 mos
Realta Equities, INC.Broker
April 2010 - October 2024 · 14 yrs 6 mos
Donnelly Steen & Company
December 2009 - December 2010 · 1 yr
UBS Financial Services INC.Broker
February 2007 - May 2008 · 1 yr 3 mos
State Registrations5 states
DEMANJNYPA
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.