George M. Davis
Professional summary
George Martin Davis, who also goes by Skip Davis, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Hunt Valley, Maryland and TRUIST INVESTMENT SERVICES, INC. located in Baltimore, Maryland.
George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. George has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view George Martin Davis's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 9, 2016 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 124 Shawan Rd, Hunt Valley, MD 21030April 26, 2011 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 548 E Belvedere Ave, Baltimore, MD 21212Office #2: 111 Orville Rd, Baltimore, MD 21221Office #3: 124 Shawan Rd, Hunt Valley, MD 21030Office #4: 31 W Timonium Rd, Timonium, MD 21093April 26, 2011 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
June 16, 2008 - April 25, 2011
PNC WEALTH MANAGEMENT LLC
June 16, 2008 - April 25, 2011
PNC WEALTH MANAGEMENT LLC
June 28, 2005 - May 27, 2008
TRUIST INVESTMENT SERVICES, INC.
January 24, 2003 - May 27, 2008
TRUIST INVESTMENT SERVICES, INC.
February 28, 2001 - January 23, 2003
DEUTSCHE BANK SECURITIES INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/6/2023)
(8/14/2017)
(6/29/2018)
(4/26/2011)
(7/25/2017)
(12/12/2024)
(4/12/2024)
(4/26/2011)
(9/9/2016)
(10/15/2018)
(7/15/2024)
(7/14/2021)
(7/2/2019)
(5/26/2011)
(7/24/2019)
(3/28/2025)
(5/12/2021)
(5/2/2024)
(1/21/2021)
(4/26/2011)
(5/19/2023)
(9/16/2011)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Hunt Valley, MD 21030TRUST BUT VERIFY
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