Gary P. Davis

COLUMBIA BENEFITS

CENTENNIAL, CO 80112

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CRD#: 1241738

Professional summary

Gary Paul Davis is a registered financial advisor currently at COLUMBIA BENEFITS, LLC located in Centennial, Colorado.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Gary has worked at 7 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

OWNER/MANAGER OF COLUMBIA BENEFITS LLC, COLUMBIA BENEFITS LLC PROVIDES RETIREMENT PLAN CONSULTING AND THIRD PARTY ADMINISTRATION SERVICES AND SELLS INSURANCE PRODUCTS. COLUMBIA BENEFITS IS A SINGLE MEMBER LLC UNDER COLORADO LAWS, COLUMBIA BENEFITS STARTED IN 1994 AND IN FEBRUARY 2002 BECAME A LLC, 30% OF THE TIME IS DEVOTED TO COLUMBIA BENEFITS LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Paul Davis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 1, 2007 - Present

COLUMBIA BENEFITS, LLC

Office #1: 7200 S. Alton Way Suite B-210, Centennial, CO 80112

RIA

CRD#: 132261

CENTENNIAL, CO

Past

October 6, 2004 - July 12, 2007

BROOKSTREET SECURITIES CORPORATION

RIA

CRD#: 14667

CENTENNIAL, CO

Past

June 3, 2004 - July 12, 2007

BROOKSTREET SECURITIES CORPORATION

CRD#: 14667

CENTENNIAL, CO

Past

November 5, 1999 - June 30, 2004

FIRST SECURITIES USA, INC.

CRD#: 39986

IRVINE, CA

Past

August 10, 1998 - November 5, 1999

FIRST ASSOCIATED SECURITIES GROUP, INC.

CRD#: 20597

CHICO, CA

Past

August 4, 1987 - September 9, 1998

BERKSHIRE EQUITY SALES, INC.

CRD#: 87

PITTSFIELD, MA

Past

October 4, 1985 - September 1, 1987

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

Past

May 22, 1984 - September 27, 1985

VERAVEST INVESTMENTS, INC.

CRD#: 3960

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COLUMBIA BENEFITS, LLC

BENEFITS INTEGRITY | COLUMBIA BENEFITS, LLC

CRD#: 132261 / SEC#: 801-131876

RIA

Registered Investment Advisory firm - (5/20/2025 Approved)

Colorado

Registered Investment Advisory firm - (6/25/2025 Terminated)

Louisiana

Registered Investment Advisory firm - (11/28/2023 Terminated)

Nevada

Registered Investment Advisory firm - (6/25/2025 Terminated)

Texas

Registered Investment Advisory firm - (6/24/2025 Terminated)

Wyoming

Registered Investment Advisory firm - (6/24/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(8/1/2007)

IAR

Nevada
(6/2/2021)

IAR

Texas
(4/24/2017)

IAR

Wyoming
(11/28/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 6/24/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/9/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/21/1984

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/23/1999

General Securities Principal Examination

Current Firm

COLUMBIA BENEFITS, LLC

BENEFITS INTEGRITY | COLUMBIA BENEFITS, LLC

CRD#: 132261 / SEC#: 801-131876

RIA

Registered Investment Advisory firm - (5/20/2025 Approved)

Colorado

Registered Investment Advisory firm - (6/25/2025 Terminated)

Louisiana

Registered Investment Advisory firm - (11/28/2023 Terminated)

Nevada

Registered Investment Advisory firm - (6/25/2025 Terminated)

Texas

Registered Investment Advisory firm - (6/24/2025 Terminated)

Wyoming

Registered Investment Advisory firm - (6/24/2025 Terminated)

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Contact information

Main Address

1720 S. Bellaire Street Suite 410, Denver, CO 80222

Mailing Address

Phone number

(303) 759-1100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ANNUAL UPDATE 3-27-2025 ADV PART 2A, 2B. FORM CRS (3/27/2025)

FORM ADV PART 2A, 2B 12-23-2024 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	179
AUM (Assets Under Management)	$ 107,727,309

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Gary P. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Paul Davis's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTREET SECURITIES CORPORATION

BROOKSTREET SECURITIES CORPORATION

FIRST SECURITIES USA, INC.

FIRST ASSOCIATED SECURITIES GROUP, INC.

BERKSHIRE EQUITY SALES, INC.

GUARDIAN INVESTOR SERVICES LLC

VERAVEST INVESTMENTS, INC.

Primary Firm SEC Registration

COLUMBIA BENEFITS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/24/1997

Series 7

Date: 12/9/1996

Series 6

Date: 5/21/1984

Series 24

Date: 3/23/1999

Current Firm

COLUMBIA BENEFITS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COLUMBIA BENEFITS, LLC

TRUST BUT VERIFY

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