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DD

Dennison G. Davis

TRUSTAGE INVESTMENT MANAGEMENT
Lakeland, FL
Some features on this profile are disabled
CRD#: 3258520
DD

Professional summary

Dennison George Davis, who also goes by Denny Davis, is a registered financial advisor currently at TRUSTAGE INVESTMENT MANAGEMENT located in Lakeland, Florida and CUNA BROKERAGE SERVICES, INC. located in Parkersburg, Iowa.

Dennison is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Dennison has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Denny 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 Dennison George Davis's 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

May 7, 2026 - Present

TRUSTAGE INVESTMENT MANAGEMENT

RIA
CRD#: 105960
Lakeland, FL
Current

April 14, 2026 - Present

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
Parkersburg, IA
Past

August 22, 2022 - April 16, 2026

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA
CRD#: 142373
COLUMBUS, OH
Past

August 22, 2022 - April 16, 2026

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH
Past

November 12, 2021 - August 19, 2022

PERSONAL CAPITAL ADVISORS CORPORATION

RIA
CRD#: 155172
Lakeland, FL
Past

May 31, 2006 - December 5, 2006

NATIONWIDE INVESTMENT SERVICES CORPORATION

RIA
CRD#: 7110
COLUMBUS, OH
Past

May 31, 2006 - October 29, 2021

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA
CRD#: 142373
COLUMBUS, OH
Past

March 29, 2004 - October 29, 2021

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH
Past

October 22, 2003 - March 16, 2004

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
LINCOLN, NE
Past

November 29, 2001 - May 22, 2002

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
BALTIMORE, MD
Past

August 16, 1999 - June 4, 2001

FORESIDE FUNDS DISTRIBUTORS LLC

BD
CRD#: 31334
PORTLAND, ME

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".
TI
TRUSTAGE INVESTMENT MANAGEMENT
MEMBERS CAPITAL ADVISORS, INC. | TRUSTAGE INVESTMENT MANAGEMENT

CRD#: 105960 / SEC#: 801-18140

RIA
Registered Investment Advisory firm - (1/4/1983 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(4/14/2026)
RR
Florida
(4/14/2026)
IAR
Florida
(5/7/2026)
RR
Georgia
(4/14/2026)
RR
North Carolina
(4/14/2026)
RR
South Carolina
(4/14/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/26/2006
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/2/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/5/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/13/1999
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 1/10/2000
Investment Company Products/Variable Contracts Principal Examination
SRO Registrations
RR
FINRA

Current Firm

TI
TRUSTAGE INVESTMENT MANAGEMENT
MEMBERS CAPITAL ADVISORS, INC. | TRUSTAGE INVESTMENT MANAGEMENT

CRD#: 105960 / SEC#: 801-18140

RIA
Registered Investment Advisory firm - (1/4/1983 Approved)
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Contact information

Main Address
5910 Mineral Point Rd, Madison, WI 53705
Mailing Address
Phone number
(608) 238-5851
Established
Firm type
Fiscal year end
# of Employees
63

SEC notice filing (50 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

MEMBERS CAPITAL ADVISORS (D/B/A TRUSTAGE INVESTMENT MANAGEMENT) BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts363
AUM (Assets Under Management)$ 37,252,230,000

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.

Company Information

TRUSTAGE INVESTMENT MANAGEMENT

CRD#: 105960Lakeland, FL

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