Michelle 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.
Michelle Lynn Davis, who also goes by Michelle Lynn Hoff, was a registered financial professional .
Michelle is a previously registered financial professional and started their career in finance in 2002. Michelle had worked at 5 firms and has passed the Series 63, Series 65, SIE 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
April 1, 2022 - June 30, 2025
SUMMIT ADVISORS, LLC
April 1, 2022 - June 30, 2025
BEACONSFIELD FINANCIAL SERVICES, INC.
February 2, 2018 - April 1, 2022
CORECAP INVESTMENTS, LLC
December 11, 2017 - April 1, 2022
CORECAP ADVISORS
October 29, 2015 - December 8, 2017
DRG INVESTMENT ADVISORY SERVICES, LLC
December 6, 2002 - November 17, 2014
BEACONSFIELD FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
SUMMIT ADVISORS, LLC
CRD#: 144486 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 173 |
| AUM (Assets Under Management) | $ 77,800,001 |
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.
