Michael J. Davidson

WISDOM INDEX ADVISORS

PROSPER, TX 75078

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CRD#: 4547024

Professional summary

Michael James Davidson, AIF®, CFP® is a registered financial advisor currently at WISDOM INDEX ADVISORS located in Prosper, Texas.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Michael has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

INSURANCE AGENT 102 S. Main St Prosper, TX 75078 SINCE 9/2001 0 HOURS PER MONTH 0 HOURS PER MONTH DURING TRADING LICENSE # 1125654 LICENSE TYPE - GENERAL LINES AGENT EXPIRATION DATE 12/31/2019

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael James Davidson'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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

September 17, 2004 - Present

WISDOM INDEX ADVISORS

Office #1: 102 S. Main Street, Prosper, TX 75078

RIA

CRD#: 132567

PROSPER, TX

Past

August 19, 2004 - December 31, 2005

CENTAURUS FINANCIAL, INC.

CRD#: 30833

ANAHEIM, CA

Past

October 24, 2002 - July 18, 2003

INDEPENDENT ADVISERS GROUP CORP

RIA

CRD#: 106684

DALLAS, TX

Past

July 9, 2002 - August 19, 2004

OSAIC FS, INC.

RIA

CRD#: 3870

DALLAS, TX

Past

July 8, 2002 - August 19, 2004

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, 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".

WISDOM INDEX ADVISORS

FINANCIAL INNOVATIONS LLC | WISDOM INDEX ADVISORS, LLC | WISDOM INDEX ADVISORS | WISDOM INDEX

CRD#: 132567 / SEC#: 801-116762

RIA

Registered Investment Advisory firm - (6/7/2019 Approved)

Texas

Registered Investment Advisory firm - (7/18/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Louisiana
(9/17/2019)

IAR

Texas
(9/17/2004)

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: 7/8/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/3/2002

General Securities Representative Examination

Current Firm

WISDOM INDEX ADVISORS

FINANCIAL INNOVATIONS LLC | WISDOM INDEX ADVISORS, LLC | WISDOM INDEX ADVISORS | WISDOM INDEX

CRD#: 132567 / SEC#: 801-116762

RIA

Registered Investment Advisory firm - (6/7/2019 Approved)

Texas

Registered Investment Advisory firm - (7/18/2019 Terminated)

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Contact information

Main Address

102 S. Main Street, Prosper, TX 75078

Mailing Address

Phone number

(972) 931-0063

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WISDOM INDEX FORM ADV 2A BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	666
AUM (Assets Under Management)	$ 203,498,998

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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Michael J. Davidson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael James Davidson's CRS (Customer Relationship Summary).

Certified licenses

Experience

WISDOM INDEX ADVISORS

CENTAURUS FINANCIAL, INC.

INDEPENDENT ADVISERS GROUP CORP

OSAIC FS, INC.

OSAIC FS, INC.

Primary Firm SEC Registration

WISDOM INDEX ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 7/8/2002

Series 7

Date: 7/3/2002

Current Firm

WISDOM INDEX ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WISDOM INDEX ADVISORS

TRUST BUT VERIFY

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