George M. Davis

SENTRY MANAGEMENT

Wichita Falls, TX 76308-2900

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CRD#: 3225183

Professional summary

George Murphy Davis JR, who also goes by George Murphy Davis Jr., George Davis, is a registered financial advisor currently at SENTRY MANAGEMENT INC located in Wichita Falls, Texas.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. George has worked at 1 firm and has passed the Series 65, Series 50 and Series 54 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

George Murphy Davis Jr. | George Davis

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Murphy Davis JR'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 18, 2006 - Present

SENTRY MANAGEMENT INC

Office #1: 5 Eureka Circle Suite E, Wichita Falls, TX 76308-2900

RIA

CRD#: 107379

Wichita Falls, TX

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".

SENTRY MANAGEMENT INC

CRD#: 107379 / SEC#: 801-38034

RIA

Registered Investment Advisory firm - (12/3/1990 Approved)

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

Texas
(8/18/2006)

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

IAR

Series 65

Date: 5/1/1999

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 50

Date: 9/20/2017

Municipal Advisor Representative Qualification Exam

Principal/Supervisory Exam

Series 54

Date: 6/27/2019

Municipal Advisor Principal Qualification Examination

Current Firm

SENTRY MANAGEMENT INC

CRD#: 107379 / SEC#: 801-38034

RIA

Registered Investment Advisory firm - (12/3/1990 Approved)

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Contact information

Main Address

5 Eureka Circle Suite E, Wichita Falls, TX 76308-2900

Mailing Address

Phone number

(940) 696-2100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROCHURE (3/11/2025)

SENTRY MANAGEMENT, INC. BROCHURE ADV PART II (3/11/2025)

Regulatory assets under management

Total Number of Accounts	90
AUM (Assets Under Management)	$ 7,813,115,610

Red Flags

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

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George M. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Murphy Davis JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

SENTRY MANAGEMENT INC

Primary Firm SEC Registration

SENTRY MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/1/1999

Series 50

Date: 9/20/2017

Series 54

Date: 6/27/2019

Current Firm

SENTRY MANAGEMENT INC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SENTRY MANAGEMENT INC

TRUST BUT VERIFY

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