Terry E. Davis

GRYPHON FINANCIAL PARTNERS

Cincinnati, OH 45209

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CRD#: 4379676

Professional summary

Terry E Davis Jr., CFP®, who also goes by T.j. Davis Jr., T.j. Davis, Terry E Davis, is a registered financial advisor currently at GRYPHON FINANCIAL PARTNERS located in Cincinnati, Ohio.

Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Terry has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

T.j. Davis Jr. | T.j. Davis | Terry E 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.

1) Crossfit Mason; not investment-related; Mason, OH; exercise; Co-Owner; 6/1/2013; 10-15 hours/month; 0 hours/trading; train clients in the morning. 2) T1D Warriors; not investment related; Hebron, KY; non-profit; Board Member; 4/1/2024; 2-3 hours/month; 0 hours/trading; serving as a board member. 3) Warren County Agricultural Society; not investment-related; Lebanon, OH; County Fair Board; Board Member, Director; 7/20/2024; 2-3 hours/month; 0 hours/trading; serving as a board member.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry E 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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

April 7, 2025 - Present

GRYPHON FINANCIAL PARTNERS

Office #1: 4030 Smith Road Suite 140, Cincinnati, OH 45209

RIA

CRD#: 288210

Cincinnati, OH

Past

October 28, 2013 - April 9, 2025

U.S. BANCORP INVESTMENTS, INC.

RIA

CRD#: 17868

Lebanon, OH

Past

October 28, 2013 - April 9, 2025

U.S. BANCORP INVESTMENTS, INC.

CRD#: 17868

Cincinnati, OH

Past

June 23, 2011 - July 31, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CINCINNATI, OH

Past

June 15, 2011 - July 31, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CINCINNATI, OH

Past

October 24, 2008 - October 2, 2009

NATCITY INVESTMENTS, INC.

RIA

CRD#: 17490

COLUMBUS, OH

Past

October 24, 2008 - October 2, 2009

NATCITY INVESTMENTS, INC.

CRD#: 17490

COLUMBUS, OH

Past

December 5, 2006 - October 14, 2008

NATIONWIDE INVESTMENT ADVISORS, LLC

RIA

CRD#: 142373

COLUMBUS, OH

Past

August 14, 2006 - December 5, 2006

NATIONWIDE INVESTMENT SERVICES CORPORATION

RIA

CRD#: 7110

DUBLIN, OH

Past

July 12, 2006 - October 15, 2008

NATIONWIDE INVESTMENT SERVICES CORPORATION

CRD#: 7110

DUBLIN, OH

Past

October 14, 2002 - June 21, 2006

EDWARD JONES

CRD#: 250

REYNOLDSBURG, OH

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".

GRYPHON FINANCIAL PARTNERS

GFP FAMILY OFFICE | GRYPHON FINANCIAL PARTNERS, LLC | GRYPHON FINANCIAL PARTNERS | GFP WEALTH MANAGEMENT

CRD#: 288210 / SEC#: 801-110583

RIA

Registered Investment Advisory firm - (5/30/2017 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

Ohio
(4/7/2025)

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 66

Date: 8/10/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/30/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/11/2002

General Securities Representative Examination

Current Firm

GRYPHON FINANCIAL PARTNERS

GFP FAMILY OFFICE | GRYPHON FINANCIAL PARTNERS, LLC | GRYPHON FINANCIAL PARTNERS | GFP WEALTH MANAGEMENT

CRD#: 288210 / SEC#: 801-110583

RIA

Registered Investment Advisory firm - (5/30/2017 Approved)

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Contact information

Main Address

325 John H. Mcconnell Blvd. Suite 425, Columbus, OH 43215

Mailing Address

Phone number

(614) 929-2880

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 BROCHURE (3/11/2025)

WRAP FEE BROCHURE (3/11/2025)

Regulatory assets under management

Total Number of Accounts	2,579
AUM (Assets Under Management)	$ 2,033,871,278

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/23/2024	Cover Page	Report
12/18/2023	Cover Page	Report
10/25/2022	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Terry E. Davis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry E Davis Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP INVESTMENTS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NATCITY INVESTMENTS, INC.

NATCITY INVESTMENTS, INC.

NATIONWIDE INVESTMENT ADVISORS, LLC

NATIONWIDE INVESTMENT SERVICES CORPORATION

NATIONWIDE INVESTMENT SERVICES CORPORATION

EDWARD JONES

Primary Firm SEC Registration

GRYPHON FINANCIAL PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/10/2006

Series 63

Date: 10/30/2002

SIE

Date: 10/1/2018

Series 7

Date: 10/11/2002

Current Firm

GRYPHON FINANCIAL PARTNERS

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GRYPHON FINANCIAL PARTNERS

TRUST BUT VERIFY

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