John L. Davis
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
John Logan Davis was a registered financial professional .
John is a previously registered financial professional and started their career in finance in 2000. John had worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 1, 2006 - September 8, 2025
ELEVATION WEALTH PARTNERS, LLC
June 27, 2005 - February 22, 2006
FOOTHILL SECURITIES, INC.
June 10, 2005 - February 22, 2006
FOOTHILL SECURITIES, INC.
October 28, 2002 - June 23, 2005
STATE FARM VP MANAGEMENT CORP.
September 5, 2000 - September 18, 2002
MORGAN STANLEY DW INC.
May 5, 2000 - September 18, 2002
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
ELEVATION WEALTH PARTNERS, LLC
CRD#: 123971 / SEC#: 801-81152
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ELEVATION WEALTH PARTNERS, LLC
CRD#: 123971 / SEC#: 801-81152
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,000 |
| AUM (Assets Under Management) | $ 670,748,146 |
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.
