RD
Rone J. Davis
DAVIMAN FINANCIAL
Noblesville, IN
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CRD#: 4525361
RD
Professional summary
Rone John Davis, AIF®, CFP®, ChFC®, CLU®, who also goes by Rone J Davis, is a registered financial advisor currently at DAVIMAN FINANCIAL, LLC located in Noblesville, Indiana.
Rone is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Rone has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rone J 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.
DAVIMAN FINANCIAL, LLC; INVESTMENT RELATED; REGISTERED INVESTMENT ADVISOR; OWNER/CHIEF INVESTMENT OFFICER/INVESTMENT ADVISOR REPRESENTATIVE; INDIANAPOLIS, IN; START 11/2016; APPROX 160 HOURS PER MONTH; 160 DURING TRADING HOURS.
BACK 9 TRUST SERVICES, LLC; INVESTMENT RELATED; PRESIDENT/TRUSTEE SERVICES; INDIANAPOLIS, IN; START 07/2018; APPROX 0 HOURS PER MONTH; 0 HOURS DURING TRADING HOURS.
[OPERATING UNDER THE DBA NAME OF INNOVATIVE INSURANCE, LLC FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; 5975 CASTLE CREEK PARKWAY, SUITE 440, INDIANAPOLIS, IN 46250; START DATE IS 2/2012; DEVOTE 10 HOURS PER MONTH ALL DURING TRADING HOURS; DUTIES INCLUDE ASSIST IN GROUP SALES AND MANAGEMENT DECISIONS]
[ROI; PRIVATE EQUITY HOLDER; 13 SAM DRIVE, TINTON FALLS, NJ 07724;0 HOURS A MONTH; START DATE IS 03/2017;0 HOURS DURING SECURITIES TRADING HOURS; DUTIES: PRIVATE EQUITY HOLDER ADVISER]
[POOL PLAYER; INDEPENDENT CONTRACTOR; NON INVESTMENT RELATED; 9409 N. Bayland Dr., McCordsville, IN 46055; START DATE 05/2008]
[VALLEY NATIONAL EIGHT BALL ASSOCIATION; REFEREE-INSTRUCTOR; NON INVESTMENT RELATED; 3 HOURS PER MONTH; START DATE 07/2006]
[CONSULTANT; NON INVESTMENT RELATED; 9409 N. Bayland Dr., McCordsville, IN 46055; START DATE 01/2019; 15 HOURS PER MONTH; LESS THAN 8 HOURS PER MONTH DURING SECURITIES TRADING HOURS; DUTIES INCLUDE GENERAL BUSINESS CONSULTING REGARDING INFORMATION ON RECORDKEEPERS, PROCESS MANAGEMENT AND RETIREMENT PLAN ADMINISTRATION SUPPORT.]
[FORT WAYNE ESTATE PLANNING COUNCIL; 9921 DUPONT CICLE DR. W, STE 300, FORT WAYNE, IN 46825, NOT INVESTMENT RELATED; ORGANIZATION COMPRISED OF ATTORNEYS, CPAS AND FINANCIAL PROFESSIONALS WHO MEET TO DISCUSS LAWS, TAXES AND PLANNING; BOARD MEMBER; START DATE 5/13; DEVOTES 1 HOUR/MONTH OF WHICH IS ALSO DURING TRADING HOURS; DUTIES INCLUDE DETERMINE SPEAKERS FOR MEETINGS, ORGANIZE MEETING LOCATION AND FOOD, ASSIST WITH RECRUITING NEW MEMBERS AND SUBMITTING POTENTIAL CE CREDITS]
[RILEY CHILDRENS HOSPITAL FOUNDATION; BOARD MEMBER; NON INVESTMENT RELATED; FUNDRAISING-GIFT PLANNING; 10 HOURS PER MONTH; 30S MERIDAN ST STE 200 INDIANAPOLIS IND; START DATE 03/2010]
CRS (Client Relationship Summary) - RIA
Click below to view Rone John 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®
CFP®
Start date: 2017
Experience
Current
November 18, 2016 - Present
DAVIMAN FINANCIAL, LLC
RIA
CRD#: 285030
Noblesville, IN
Past
August 22, 2019 - November 19, 2020
REJOYCE WEALTH MANAGEMENT LLC
RIA
CRD#: 296380
INDIANAPOLIS, IN
Past
April 1, 2014 - November 7, 2016
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
MCCORDSVILLE, IN
Past
August 1, 2012 - March 31, 2014
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
MCCORDSVILLE, IN
Past
August 28, 2002 - November 7, 2016
NYLIFE SECURITIES LLC
BD
CRD#: 5167
CARMEL, IN
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".
DF
DAVIMAN FINANCIAL, LLC
DAVIMAN FINANCIAL, LLC | LAUNCH RETIREMENT LLC
CRD#: 285030 / SEC#: 801-130177
RIA
Registered Investment Advisory firm - (4/30/2024 Approved)Florida
Registered Investment Advisory firm - (5/1/2024 Terminated)Indiana
Registered Investment Advisory firm - (5/1/2024 Terminated)Texas
Registered Investment Advisory firm - (11/3/2020 Terminated)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
Indiana(11/18/2016)
IAR
Nevada(1/22/2025)
IAR
Texas(1/21/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
DF
DAVIMAN FINANCIAL, LLC
DAVIMAN FINANCIAL, LLC | LAUNCH RETIREMENT LLC
CRD#: 285030 / SEC#: 801-130177
RIA
Registered Investment Advisory firm - (4/30/2024 Approved)Florida
Registered Investment Advisory firm - (5/1/2024 Terminated)Indiana
Registered Investment Advisory firm - (5/1/2024 Terminated)Texas
Registered Investment Advisory firm - (11/3/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Noblesville, IN
Mailing Address
11650 Olio Rd. Suite 1000-286, Fishers, IN 46037
Phone number
(317) 207-0175
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 581 |
| AUM (Assets Under Management) | $ 152,803,900 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
